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 | $22,313 | $100,852-77.9% | $90,404-75.3% | $158,922-86.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 65.90% | 1724.20%-1658.3pp | 1293.02%-1227.1pp | 302.83%-236.9pp |
| Employer contribution / active EE | $5,897 | $3,689+59.9% | $3,262+80.8% | $4,761+23.8% |
| Participant deferral / active EE | $8,376 | $4,348+92.6% | $3,963+111.3% | $5,982+40.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |