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 | $11,033 | $96,305-88.5% | $80,569-86.3% | $139,434-92.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 76.35% | 1350.08%-1273.7pp | 935.43%-859.1pp | 372.94%-296.6pp |
| Employer contribution / active EE | $3,243 | $3,262-0.6% | $2,723+19.1% | $4,751-31.7% |
| Participant deferral / active EE | $5,450 | $5,232+4.2% | $4,447+22.5% | $6,710-18.8% |
| Admin fee / account holder | $8 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |