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 | $30,837 | $138,065-77.7% | $123,544-75.0% | $135,375-77.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.43% | 153.68%-144.3pp | 119.20%-109.8pp | 519.73%-510.3pp |
| Employer contribution / active EE | $6,732 | $5,151+30.7% | $4,628+45.5% | $4,779+40.9% |
| Participant deferral / active EE | $6,432 | $6,799-5.4% | $6,426+0.1% | $5,609+14.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |