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 | $54,628 | $76,738-28.8% | $56,411-3.2% | $145,922-62.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 2994.23%-2980.9pp | 1701.33%-1688.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,407 | $1,380+146.9% | $1,039+228.0% | $4,660-26.9% |
| Participant deferral / active EE | $19,006 | $2,623+624.7% | $1,952+873.7% | $6,688+184.2% |
| Admin fee / account holder | $214 | $3,334-93.6% | $2,829-92.4% | $13,397-98.4% |