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 6-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 | $44,401 | $102,604-56.7% | $86,188-48.5% | $139,434-68.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.37% | 1922.51%-1900.1pp | 1168.45%-1146.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $4,304 | $3,032+41.9% | $2,380+80.8% | $4,751-9.4% |
| Participant deferral / active EE | $5,714 | $4,676+22.2% | $3,985+43.4% | $6,710-14.8% |
| Admin fee / account holder | $269 | $8,657-96.9% | $6,852-96.1% | $11,403-97.6% |