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 | $64,421 | $162,781-60.4% | $133,956-51.9% | $158,922-59.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2504.05% | 41.94%+2462.1pp | 45.09%+2459.0pp | 302.83%+2201.2pp |
| Employer contribution / active EE | $3,212 | $4,975-35.5% | $3,919-18.0% | $4,761-32.5% |
| Participant deferral / active EE | $9,128 | $5,911+54.4% | $5,048+80.8% | $5,982+52.6% |
| Admin fee / account holder | $7 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |