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 8-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 | $21,054 | $138,065-84.8% | $123,544-83.0% | $135,375-84.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 722.19% | 153.68%+568.5pp | 119.20%+603.0pp | 519.73%+202.5pp |
| Employer contribution / active EE | $3,046 | $5,151-40.9% | $4,628-34.2% | $4,779-36.3% |
| Participant deferral / active EE | $4,275 | $6,799-37.1% | $6,426-33.5% | $5,609-23.8% |
| Admin fee / account holder | $77 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |