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 | $33,149 | $102,604-67.7% | $86,188-61.5% | $139,434-76.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 34.68% | 1922.51%-1887.8pp | 1168.45%-1133.8pp | 372.94%-338.3pp |
| Employer contribution / active EE | $3,525 | $3,032+16.2% | $2,380+48.1% | $4,751-25.8% |
| Participant deferral / active EE | $16,677 | $4,676+256.7% | $3,985+318.5% | $6,710+148.5% |
| Admin fee / account holder | $33 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |