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 | $48,581 | $169,032-71.3% | $129,207-62.4% | $145,922-66.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.63% | 14330.11%-14314.5pp | 9417.33%-9401.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,207 | $5,537-60.1% | $4,153-46.9% | $4,660-52.6% |
| Participant deferral / active EE | $5,553 | $4,987+11.3% | $4,168+33.2% | $6,688-17.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |