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 | $125,854 | $96,305+30.7% | $80,569+56.2% | $139,434-9.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 124.60% | 1350.08%-1225.5pp | 935.43%-810.8pp | 372.94%-248.3pp |
| Employer contribution / active EE | $2,470 | $3,262-24.3% | $2,723-9.3% | $4,751-48.0% |
| Participant deferral / active EE | $7,680 | $5,232+46.8% | $4,447+72.7% | $6,710+14.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |