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 6-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 | $131,935 | $76,738+71.9% | $56,411+133.9% | $145,922-9.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.19% | 2994.23%-2982.0pp | 1701.33%-1689.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,000 | $1,380+44.9% | $1,039+92.6% | $4,660-57.1% |
| Participant deferral / active EE | $10,200 | $2,623+288.9% | $1,952+422.6% | $6,688+52.5% |
| Admin fee / account holder | $120 | $3,334-96.4% | $2,829-95.8% | $13,397-99.1% |