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 | $29,765 | $108,642-72.6% | $74,701-60.2% | $152,861-80.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 148.26% | 114.06%+34.2pp | 752.92%-604.7pp | 345.32%-197.1pp |
| Employer contribution / active EE | $2,844 | $1,503+89.2% | $1,084+162.4% | $4,762-40.3% |
| Participant deferral / active EE | $9,336 | $2,712+244.2% | $1,964+375.4% | $5,850+59.6% |
| Admin fee / account holder | $151 | $4,902-96.9% | $3,333-95.5% | $11,596-98.7% |