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 5-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 | $22,052 | $95,416-76.9% | $185,823-88.1% | $85,850-74.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 937.87% | 23.59%+914.3pp | 122.05%+815.8pp | 318.53%+619.3pp |
| Employer contribution / active EE | $4,419 | $3,314+33.4% | $5,167-14.5% | $2,565+72.3% |
| Participant deferral / active EE | $2,080 | $3,423-39.2% | $5,568-62.6% | $3,952-47.4% |
| Admin fee / account holder | $18 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |