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 | $31,005 | $202,318-84.7% | $172,739-82.1% | $152,861-79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 124.05% | 1029.65%-905.6pp | 802.84%-678.8pp | 345.32%-221.3pp |
| Employer contribution / active EE | $8,740 | $5,856+49.3% | $5,143+70.0% | $4,762+83.5% |
| Participant deferral / active EE | $6,239 | $5,948+4.9% | $5,198+20.0% | $5,850+6.6% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |