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 7-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 | $147,900 | $76,738+92.7% | $56,411+162.2% | $145,922+1.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.11% | 2994.23%-2978.1pp | 1701.33%-1685.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $18,510 | $1,380+1241.4% | $1,039+1682.1% | $4,660+297.2% |
| Participant deferral / active EE | $15,830 | $2,623+503.6% | $1,952+711.0% | $6,688+136.7% |
| Admin fee / account holder | $25 | $3,334-99.3% | $2,829-99.1% | $13,397-99.8% |