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 8-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 | $15,602 | $108,642-85.6% | $74,701-79.1% | $152,861-89.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 102.88% | 114.06%-11.2pp | 752.92%-650.0pp | 345.32%-242.4pp |
| Employer contribution / active EE | $3,819 | $1,503+154.1% | $1,084+252.5% | $4,762-19.8% |
| Participant deferral / active EE | $16,262 | $2,712+499.6% | $1,964+728.2% | $5,850+178.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |