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 7-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 | $49,595 | $100,852-50.8% | $90,404-45.1% | $158,922-68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 132.20% | 1724.20%-1592.0pp | 1293.02%-1160.8pp | 302.83%-170.6pp |
| Employer contribution / active EE | $2,205 | $3,689-40.2% | $3,262-32.4% | $4,761-53.7% |
| Participant deferral / active EE | $10,353 | $4,348+138.1% | $3,963+161.2% | $5,982+73.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |