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 | $46,370 | $102,966-55.0% | $90,281-48.6% | $152,861-69.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.94% | 95.16%-57.2pp | 78.10%-40.2pp | 345.32%-307.4pp |
| Employer contribution / active EE | $2,444 | $3,139-22.1% | $2,854-14.4% | $4,762-48.7% |
| Participant deferral / active EE | $19,000 | $4,281+343.8% | $3,885+389.0% | $5,850+224.8% |
| Admin fee / account holder | $172 | $6,171-97.2% | $5,351-96.8% | $11,596-98.5% |