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 | $25,833 | $102,604-74.8% | $86,188-70.0% | $139,434-81.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 74.78% | 1922.51%-1847.7pp | 1168.45%-1093.7pp | 372.94%-298.2pp |
| Employer contribution / active EE | $16,669 | $3,032+449.7% | $2,380+600.3% | $4,751+250.9% |
| Participant deferral / active EE | $10,587 | $4,676+126.4% | $3,985+165.7% | $6,710+57.8% |
| Admin fee / account holder | $34 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |