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 | $7,655 | $81,625-90.6% | $58,482-86.9% | $139,434-94.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 37.59% | 7404.20%-7366.6pp | 4239.32%-4201.7pp | 372.94%-335.3pp |
| Employer contribution / active EE | $5,361 | $1,398+283.4% | $1,053+409.0% | $4,751+12.9% |
| Participant deferral / active EE | $2,739 | $2,557+7.1% | $1,924+42.4% | $6,710-59.2% |
| Admin fee / account holder | $179 | $3,265-94.5% | $2,516-92.9% | $11,403-98.4% |