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 | $32,260 | $202,318-84.1% | $172,739-81.3% | $152,861-78.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 95.41% | 1029.65%-934.2pp | 802.84%-707.4pp | 345.32%-249.9pp |
| Employer contribution / active EE | $2,219 | $5,856-62.1% | $5,143-56.8% | $4,762-53.4% |
| Participant deferral / active EE | $7,441 | $5,948+25.1% | $5,198+43.2% | $5,850+27.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |