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 4-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 | $18,124 | $88,751-79.6% | $81,812-77.8% | $145,922-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 61.27% | 1025.40%-964.1pp | 773.79%-712.5pp | 561.29%-500.0pp |
| Employer contribution / active EE | $3,262 | $3,083+5.8% | $2,912+12.0% | $4,660-30.0% |
| Participant deferral / active EE | $5,874 | $4,643+26.5% | $4,319+36.0% | $6,688-12.2% |
| Admin fee / account holder | $124 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |