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 4-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 | $27,653 | $96,305-71.3% | $80,569-65.7% | $139,434-80.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.39% | 1350.08%-1323.7pp | 935.43%-909.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,885 | $3,262-11.6% | $2,723+5.9% | $4,751-39.3% |
| Participant deferral / active EE | $11,234 | $5,232+114.7% | $4,447+152.6% | $6,710+67.4% |
| Admin fee / account holder | $24 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |