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 | $17,677 | $81,625-78.3% | $58,482-69.8% | $139,434-87.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 32.67% | 7404.20%-7371.5pp | 4239.32%-4206.6pp | 372.94%-340.3pp |
| Employer contribution / active EE | $3,322 | $1,398+137.5% | $1,053+215.4% | $4,751-30.1% |
| Participant deferral / active EE | $10,594 | $2,557+314.4% | $1,924+450.6% | $6,710+57.9% |
| Admin fee / account holder | $27 | $3,265-99.2% | $2,516-98.9% | $11,403-99.8% |