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 7-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 | $42,533 | $100,852-57.8% | $90,404-53.0% | $158,922-73.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 83.62% | 1724.20%-1640.6pp | 1293.02%-1209.4pp | 302.83%-219.2pp |
| Employer contribution / active EE | $3,003 | $3,689-18.6% | $3,262-7.9% | $4,761-36.9% |
| Participant deferral / active EE | $5,395 | $4,348+24.1% | $3,963+36.1% | $5,982-9.8% |
| Admin fee / account holder | $28 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |