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 | $52,177 | $70,756-26.3% | $65,493-20.3% | $142,382-63.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.77% | 1754.89%-1731.1pp | 982.45%-958.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $623 | $2,881-78.4% | $2,574-75.8% | $4,299-85.5% |
| Participant deferral / active EE | $4,634 | $4,637-0.1% | $3,961+17.0% | $6,507-28.8% |
| Admin fee / account holder | $28 | $6,559-99.6% | $5,028-99.4% | $12,624-99.8% |