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 | $38,165 | $100,773-62.1% | $88,946-57.1% | $142,382-73.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 473.70% | 70.18%+403.5pp | 57.82%+415.9pp | 217.08%+256.6pp |
| Employer contribution / active EE | $4,387 | $2,918+50.4% | $2,555+71.7% | $4,299+2.0% |
| Participant deferral / active EE | $13,816 | $5,230+164.2% | $4,581+201.6% | $6,507+112.3% |
| Admin fee / account holder | $94 | $9,693-99.0% | $8,261-98.9% | $12,624-99.3% |