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 | $18,093 | $58,927-69.3% | $76,817-76.4% | $72,985-75.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 99.62% | 2305.64%-2206.0pp | 1166.11%-1066.5pp | 81.00%+18.6pp |
| Employer contribution / active EE | $1,882 | $1,787+5.4% | $2,302-18.2% | $2,440-22.8% |
| Participant deferral / active EE | $4,937 | $2,690+83.5% | $3,336+48.0% | $3,607+36.9% |
| Admin fee / account holder | $150 | $4,013-96.3% | $6,420-97.7% | $5,124-97.1% |