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 8-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 | $51,597 | $77,419-33.4% | $69,455-25.7% | $152,861-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 243.26% | 39.06%+204.2pp | 28.97%+214.3pp | 345.32%-102.1pp |
| Employer contribution / active EE | $2,271 | $3,315-31.5% | $2,779-18.3% | $4,762-52.3% |
| Participant deferral / active EE | $2,659 | $4,414-39.8% | $3,535-24.8% | $5,850-54.6% |
| Admin fee / account holder | $150 | $6,207-97.6% | $3,839-96.1% | $11,596-98.7% |