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 6-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 | $55,189 | $176,812-68.8% | $146,665-62.4% | $167,490-67.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7289.16% | 24.03%+7265.1pp | 22.74%+7266.4pp | 478.56%+6810.6pp |
| Employer contribution / active EE | $4,207 | $5,160-18.5% | $4,136+1.7% | $4,837-13.0% |
| Participant deferral / active EE | $21,000 | $6,440+226.1% | $5,506+281.4% | $6,341+231.2% |
| Admin fee / account holder | $186 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |