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 | $38,639 | $105,998-63.5% | $92,233-58.1% | $147,584-73.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.12% | 50.05%-31.9pp | 176.28%-158.2pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,851 | $4,333+11.9% | $3,679+31.8% | $4,876-0.5% |
| Participant deferral / active EE | $12,400 | $4,478+176.9% | $3,897+218.2% | $5,439+128.0% |
| Admin fee / account holder | $202 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |