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 6-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 | $50,689 | $49,922+1.5% | $80,569-37.1% | $75,163-32.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 343.74% | 34.69%+309.0pp | 935.43%-591.7pp | 160.62%+183.1pp |
| Employer contribution / active EE | $1,124 | $1,698-33.8% | $2,723-58.7% | $2,670-57.9% |
| Participant deferral / active EE | $1,133 | $2,990-62.1% | $4,447-74.5% | $4,125-72.5% |
| Admin fee / account holder | $38 | $3,577-98.9% | $5,377-99.3% | $5,651-99.3% |