See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,377 | $70,756-55.7% | $65,493-52.1% | $142,382-78.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.77% | 1754.89%-1733.1pp | 982.45%-960.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $260 | $2,881-91.0% | $2,574-89.9% | $4,299-94.0% |
| Participant deferral / active EE | $13,051 | $4,637+181.4% | $3,961+229.5% | $6,507+100.6% |
| Admin fee / account holder | $78 | $6,559-98.8% | $5,028-98.4% | $12,624-99.4% |