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 | $69,804 | $185,200-62.3% | $142,863-51.1% | $167,490-58.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.24% | 8555.70%-8540.5pp | 5637.54%-5622.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $11,166 | $5,604+99.2% | $4,144+169.5% | $4,837+130.8% |
| Participant deferral / active EE | $3,250 | $4,494-27.7% | $3,837-15.3% | $6,341-48.7% |
| Admin fee / account holder | $142 | $8,031-98.2% | $6,560-97.8% | $12,309-98.8% |