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 | $37,443 | $102,604-63.5% | $86,188-56.6% | $139,434-73.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 239.56% | 1922.51%-1682.9pp | 1168.45%-928.9pp | 372.94%-133.4pp |
| Employer contribution / active EE | $2,045 | $3,032-32.6% | $2,380-14.1% | $4,751-57.0% |
| Participant deferral / active EE | $2,276 | $4,676-51.3% | $3,985-42.9% | $6,710-66.1% |
| Admin fee / account holder | $98 | $8,657-98.9% | $6,852-98.6% | $11,403-99.1% |