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 4-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 | $167,270 | $96,305+73.7% | $80,569+107.6% | $139,434+20.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 1235.83% | 1350.08%-114.3pp | 935.43%+300.4pp | 372.94%+862.9pp |
| Employer contribution / active EE | $13,411 | $3,262+311.1% | $2,723+392.4% | $4,751+182.3% |
| Participant deferral / active EE | $8,023 | $5,232+53.3% | $4,447+80.4% | $6,710+19.6% |
| Admin fee / account holder | $63 | $6,599-99.1% | $5,377-98.8% | $11,403-99.5% |