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 | $70,451 | $76,785-8.2% | $56,441+24.8% | $145,959-51.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 3000.51%-2989.9pp | 1704.21%-1693.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $10,112 | $1,381+632.4% | $1,039+873.1% | $4,661+116.9% |
| Participant deferral / active EE | $7,270 | $2,624+177.1% | $1,953+272.3% | $6,689+8.7% |
| Admin fee / account holder | $215 | $3,334-93.6% | $2,829-92.4% | $13,398-98.4% |