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 | $44,364 | $114,047-61.1% | $96,139-53.9% | $167,490-73.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 413.84% | 189.88%+224.0pp | 191.94%+221.9pp | 478.56%-64.7pp |
| Employer contribution / active EE | $6,365 | $3,427+85.7% | $2,797+127.6% | $4,837+31.6% |
| Participant deferral / active EE | $3,792 | $5,194-27.0% | $4,349-12.8% | $6,341-40.2% |
| Admin fee / account holder | $27 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |