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 | $11,364 | $76,738-85.2% | $56,411-79.9% | $145,922-92.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7924.49% | 2994.23%+4930.3pp | 1701.33%+6223.2pp | 561.29%+7363.2pp |
| Employer contribution / active EE | $1,679 | $1,380+21.7% | $1,039+61.6% | $4,660-64.0% |
| Participant deferral / active EE | $8,374 | $2,623+219.3% | $1,952+329.0% | $6,688+25.2% |
| Admin fee / account holder | $147 | $3,334-95.6% | $2,829-94.8% | $13,397-98.9% |