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 | $33,324 | $202,318-83.5% | $172,739-80.7% | $152,861-78.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 71.69% | 1029.65%-958.0pp | 802.84%-731.1pp | 345.32%-273.6pp |
| Employer contribution / active EE | $2,447 | $5,856-58.2% | $5,143-52.4% | $4,762-48.6% |
| Participant deferral / active EE | $9,546 | $5,948+60.5% | $5,198+83.7% | $5,850+63.2% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |