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 3-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 | $6,108 | $81,625-92.5% | $58,482-89.6% | $139,434-95.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 38.50% | 7404.20%-7365.7pp | 4239.32%-4200.8pp | 372.94%-334.4pp |
| Employer contribution / active EE | $2,061 | $1,398+47.4% | $1,053+95.7% | $4,751-56.6% |
| Participant deferral / active EE | $2,259 | $2,557-11.6% | $1,924+17.4% | $6,710-66.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |