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 5-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 | $77,249 | $133,958-42.3% | $112,228-31.2% | $134,475-42.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 6367.35% | 47.11%+6320.2pp | 27.45%+6339.9pp | 417.96%+5949.4pp |
| Employer contribution / active EE | $3,205 | $4,038-20.6% | $3,635-11.8% | $4,740-32.4% |
| Participant deferral / active EE | $12,367 | $5,291+133.7% | $4,728+161.6% | $6,400+93.2% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |