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 | $67,038 | $76,738-12.6% | $56,411+18.8% | $145,922-54.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.15% | 2994.23%-2974.1pp | 1701.33%-1681.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $3,188 | $1,380+131.1% | $1,039+207.0% | $4,660-31.6% |
| Participant deferral / active EE | $9,733 | $2,623+271.1% | $1,952+398.6% | $6,688+45.5% |
| Admin fee / account holder | $84 | $3,334-97.5% | $2,829-97.0% | $13,397-99.4% |