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 | $32,697 | $100,852-67.6% | $90,404-63.8% | $158,922-79.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 58.01% | 1724.20%-1666.2pp | 1293.02%-1235.0pp | 302.83%-244.8pp |
| Employer contribution / active EE | $3,883 | $3,689+5.3% | $3,262+19.0% | $4,761-18.4% |
| Participant deferral / active EE | $8,891 | $4,348+104.5% | $3,963+124.3% | $5,982+48.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |