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 | $76,785-28.9% | $56,441-3.2% | $145,959-62.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 3000.51%-2987.2pp | 1704.21%-1690.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,407 | $1,381+146.8% | $1,039+227.9% | $4,661-26.9% |
| Participant deferral / active EE | $19,006 | $2,624+624.4% | $1,953+873.2% | $6,689+184.2% |
| Admin fee / account holder | $214 | $3,334-93.6% | $2,829-92.4% | $13,398-98.4% |