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 | $49,747 | $152,587-67.4% | $125,175-60.3% | $152,861-67.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 465.98% | 54.84%+411.1pp | 43.79%+422.2pp | 345.32%+120.7pp |
| Employer contribution / active EE | $2,750 | $4,946-44.4% | $3,865-28.9% | $4,762-42.3% |
| Participant deferral / active EE | $4,750 | $5,868-19.1% | $4,937-3.8% | $5,850-18.8% |
| Admin fee / account holder | $2 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |