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 | $109,445 | $72,400+51.2% | $67,502+62.1% | $145,922-25.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 42.07% | 7182.46%-7140.4pp | 3512.12%-3470.1pp | 561.29%-519.2pp |
| Employer contribution / active EE | $3,481 | $3,069+13.4% | $2,731+27.5% | $4,660-25.3% |
| Participant deferral / active EE | $10,340 | $4,783+116.2% | $4,000+158.5% | $6,688+54.6% |
| Admin fee / account holder | $289 | $5,539-94.8% | $3,998-92.8% | $13,397-97.8% |