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 9-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 | $46,888 | $171,865-72.7% | $149,718-68.7% | $147,584-68.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 21.26% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $11,851 | $6,275+88.9% | $5,445+117.7% | $4,876+143.0% |
| Participant deferral / active EE | $5,025 | $7,271-30.9% | $6,569-23.5% | $5,439-7.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |