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 | $20,548 | $88,751-76.8% | $81,812-74.9% | $145,922-85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.47% | 1025.40%-1002.9pp | 773.79%-751.3pp | 561.29%-538.8pp |
| Employer contribution / active EE | $5,492 | $3,083+78.1% | $2,912+88.6% | $4,660+17.9% |
| Participant deferral / active EE | $5,492 | $4,643+18.3% | $4,319+27.2% | $6,688-17.9% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |