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 | $12,475 | $169,032-92.6% | $129,207-90.3% | $145,922-91.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 86.41% | 14330.11%-14243.7pp | 9417.33%-9330.9pp | 561.29%-474.9pp |
| Employer contribution / active EE | $3,078 | $5,537-44.4% | $4,153-25.9% | $4,660-34.0% |
| Participant deferral / active EE | $3,078 | $4,987-38.3% | $4,168-26.2% | $6,688-54.0% |
| Admin fee / account holder | $45 | $9,954-99.6% | $7,715-99.4% | $13,397-99.7% |