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 9-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 | $34,022 | $150,440-77.4% | $136,294-75.0% | $147,584-76.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 104.98% | 1049.08%-944.1pp | 5155.94%-5051.0pp | 578.55%-473.6pp |
| Employer contribution / active EE | $5,867 | $5,256+11.6% | $4,695+24.9% | $4,876+20.3% |
| Participant deferral / active EE | $22,000 | $6,630+231.8% | $6,247+252.2% | $5,439+304.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |