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 | $58,880 | $171,865-65.7% | $149,718-60.7% | $147,584-60.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.26% | 2113.22%-2091.0pp | 1501.63%-1479.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $12,640 | $6,275+101.4% | $5,445+132.1% | $4,876+159.2% |
| Participant deferral / active EE | $12,403 | $7,271+70.6% | $6,569+88.8% | $5,439+128.1% |
| Admin fee / account holder | $128 | $13,799-99.1% | $11,283-98.9% | $10,885-98.8% |