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 | $51,746 | $102,966-49.7% | $90,281-42.7% | $152,861-66.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 267.71% | 95.16%+172.5pp | 78.10%+189.6pp | 345.32%-77.6pp |
| Employer contribution / active EE | $2,349 | $3,139-25.2% | $2,854-17.7% | $4,762-50.7% |
| Participant deferral / active EE | $8,750 | $4,281+104.4% | $3,885+125.2% | $5,850+49.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |