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 | $23,363 | $29,660-21.2% | $56,411-58.6% | $80,856-71.1% |
| Participation rate | 82.1% | 41.6%+40.4pp | 52.5%+29.6pp | 67.6%+14.4pp |
| Annual return | 109.95% | 35.23%+74.7pp | 1701.33%-1591.4pp | 35.59%+74.4pp |
| Employer contribution / active EE | $1,899 | $669+183.6% | $1,039+82.8% | $2,755-31.1% |
| Participant deferral / active EE | $3,654 | $1,226+198.1% | $1,952+87.2% | $4,296-14.9% |
| Admin fee / account holder | $158 | $2,428-93.5% | $2,829-94.4% | $6,918-97.7% |