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 | $17,437 | $102,966-83.1% | $90,281-80.7% | $152,861-88.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 176.53% | 95.16%+81.4pp | 78.10%+98.4pp | 345.32%-168.8pp |
| Employer contribution / active EE | $2,551 | $3,139-18.7% | $2,854-10.6% | $4,762-46.4% |
| Participant deferral / active EE | $2,332 | $4,281-45.5% | $3,885-40.0% | $5,850-60.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |