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 | $47,972 | $169,032-71.6% | $129,207-62.9% | $145,922-67.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 774.77% | 14330.11%-13555.3pp | 9417.33%-8642.6pp | 561.29%+213.5pp |
| Employer contribution / active EE | $752 | $5,537-86.4% | $4,153-81.9% | $4,660-83.9% |
| Participant deferral / active EE | $1,128 | $4,987-77.4% | $4,168-72.9% | $6,688-83.1% |
| Admin fee / account holder | $258 | $9,954-97.4% | $7,715-96.7% | $13,397-98.1% |