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 | $19,028 | $156,846-87.9% | $121,098-84.3% | $139,434-86.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 37.49% | 1474.56%-1437.1pp | 985.75%-948.3pp | 372.94%-335.4pp |
| Employer contribution / active EE | $2,772 | $5,536-49.9% | $4,164-33.4% | $4,751-41.7% |
| Participant deferral / active EE | $12,914 | $4,844+166.6% | $4,080+216.5% | $6,710+92.5% |
| Admin fee / account holder | $22 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |