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 | $16,321 | $81,625-80.0% | $58,482-72.1% | $139,434-88.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 46.60% | 7404.20%-7357.6pp | 4239.32%-4192.7pp | 372.94%-326.3pp |
| Employer contribution / active EE | $3,621 | $1,398+158.9% | $1,053+243.8% | $4,751-23.8% |
| Participant deferral / active EE | $8,003 | $2,557+213.0% | $1,924+316.0% | $6,710+19.3% |
| Admin fee / account holder | $96 | $3,265-97.1% | $2,516-96.2% | $11,403-99.2% |