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 | $32,980 | $100,852-67.3% | $90,404-63.5% | $158,922-79.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 169.79% | 1724.20%-1554.4pp | 1293.02%-1123.2pp | 302.83%-133.0pp |
| Employer contribution / active EE | $2,693 | $3,689-27.0% | $3,262-17.4% | $4,761-43.4% |
| Participant deferral / active EE | $3,500 | $4,348-19.5% | $3,963-11.7% | $5,982-41.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |