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 | $21,984 | $105,998-79.3% | $92,233-76.2% | $147,584-85.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.04% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,020 | $4,333-30.3% | $3,679-17.9% | $4,876-38.1% |
| Participant deferral / active EE | $6,492 | $4,478+45.0% | $3,897+66.6% | $5,439+19.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |