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 6-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 | $31,213 | $105,181-70.3% | $159,436-80.4% | $85,850-63.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 688.28% | 45.07%+643.2pp | 263.57%+424.7pp | 318.53%+369.7pp |
| Employer contribution / active EE | $3,720 | $3,318+12.1% | $4,829-23.0% | $2,565+45.0% |
| Participant deferral / active EE | $8,370 | $5,945+40.8% | $7,352+13.8% | $3,952+111.8% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |