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 | $12,753 | $30,400-58.0% | $53,898-76.3% | $84,808-85.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 246.66% | 500.19%-253.5pp | 528.60%-281.9pp | 40.90%+205.8pp |
| Employer contribution / active EE | $984 | $603+63.2% | $932+5.6% | $2,631-62.6% |
| Participant deferral / active EE | $1,594 | $1,199+33.0% | $1,826-12.7% | $4,212-62.2% |
| Admin fee / account holder | $117 | $1,993-94.1% | $2,491-95.3% | $7,344-98.4% |