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 | $145,856 | $68,097+114.2% | $62,929+131.8% | $137,256+6.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.13% | 1859.11%-1839.0pp | 1063.93%-1043.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,580 | $2,811+62.9% | $2,505+82.9% | $4,156+10.2% |
| Participant deferral / active EE | $31,000 | $4,553+580.9% | $3,888+697.3% | $6,407+383.9% |
| Admin fee / account holder | $231 | $6,521-96.5% | $5,065-95.4% | $12,270-98.1% |