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 | $151,240 | $102,966+46.9% | $90,281+67.5% | $152,861-1.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1325.93% | 95.16%+1230.8pp | 78.10%+1247.8pp | 345.32%+980.6pp |
| Employer contribution / active EE | $3,444 | $3,139+9.7% | $2,854+20.7% | $4,762-27.7% |
| Participant deferral / active EE | $14,400 | $4,281+236.3% | $3,885+270.6% | $5,850+146.1% |
| Admin fee / account holder | $250 | $6,171-95.9% | $5,351-95.3% | $11,596-97.8% |