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 7-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 | $47,411 | $96,305-50.8% | $80,569-41.2% | $139,434-66.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 322.61% | 1350.08%-1027.5pp | 935.43%-612.8pp | 372.94%-50.3pp |
| Employer contribution / active EE | $5,604 | $3,262+71.8% | $2,723+105.8% | $4,751+18.0% |
| Participant deferral / active EE | $8,318 | $5,232+59.0% | $4,447+87.0% | $6,710+24.0% |
| Admin fee / account holder | $240 | $6,599-96.4% | $5,377-95.5% | $11,403-97.9% |