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 | $40,142 | $185,200-78.3% | $142,863-71.9% | $167,490-76.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 346.25% | 8555.70%-8209.4pp | 5637.54%-5291.3pp | 478.56%-132.3pp |
| Employer contribution / active EE | $4,848 | $5,604-13.5% | $4,144+17.0% | $4,837+0.2% |
| Participant deferral / active EE | $14,005 | $4,494+211.6% | $3,837+265.0% | $6,341+120.9% |
| Admin fee / account holder | $60 | $8,031-99.3% | $6,560-99.1% | $12,309-99.5% |