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 | $128,699 | $171,865-25.1% | $149,718-14.0% | $147,584-12.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.73% | 2113.22%-2074.5pp | 1501.63%-1462.9pp | 578.55%-539.8pp |
| Employer contribution / active EE | $3,345 | $6,275-46.7% | $5,445-38.6% | $4,876-31.4% |
| Participant deferral / active EE | $9,435 | $7,271+29.8% | $6,569+43.6% | $5,439+73.5% |
| Admin fee / account holder | $271 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |