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 5-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 | $58,946 | $109,817-46.3% | $98,442-40.1% | $167,490-64.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 534.35% | 1956.69%-1422.3pp | 1492.73%-958.4pp | 478.56%+55.8pp |
| Employer contribution / active EE | $9,205 | $3,224+185.5% | $2,960+211.0% | $4,837+90.3% |
| Participant deferral / active EE | $18,816 | $4,673+302.6% | $4,276+340.0% | $6,341+196.7% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |