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 3-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 | $45,559 | $96,305-52.7% | $80,569-43.5% | $139,434-67.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10416.12% | 1350.08%+9066.0pp | 935.43%+9480.7pp | 372.94%+10043.2pp |
| Employer contribution / active EE | $17,786 | $3,262+445.2% | $2,723+553.0% | $4,751+274.4% |
| Participant deferral / active EE | $4,182 | $5,232-20.1% | $4,447-6.0% | $6,710-37.7% |
| Admin fee / account holder | $33 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |