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 | $20,750 | $76,785-73.0% | $56,441-63.2% | $145,959-85.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.34% | 3000.51%-2986.2pp | 1704.21%-1689.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,065 | $1,381+49.6% | $1,039+98.8% | $4,661-55.7% |
| Participant deferral / active EE | $2,340 | $2,624-10.8% | $1,953+19.8% | $6,689-65.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |