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 | $41,446 | $68,097-39.1% | $62,929-34.1% | $137,256-69.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 25.27% | 1859.11%-1833.8pp | 1063.93%-1038.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $15,630 | $2,811+456.0% | $2,505+524.1% | $4,156+276.1% |
| Participant deferral / active EE | $24,072 | $4,553+428.8% | $3,888+519.1% | $6,407+275.7% |
| Admin fee / account holder | $85 | $6,521-98.7% | $5,065-98.3% | $12,270-99.3% |