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 8-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 | $117,091 | $68,097+71.9% | $62,929+86.1% | $137,256-14.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.57% | 1859.11%-1843.5pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $8,118 | $2,811+188.8% | $2,505+224.1% | $4,156+95.3% |
| Participant deferral / active EE | $14,527 | $4,553+219.1% | $3,888+273.6% | $6,407+126.8% |
| Admin fee / account holder | $6 | $6,521-99.9% | $5,065-99.9% | $12,270-100.0% |