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 4-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 | $66,957 | $180,749-63.0% | $160,784-58.4% | $137,256-51.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.46% | 2234.46%-2215.0pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,032 | $4,155-27.0% | $3,733-18.8% | $4,156-27.0% |
| Participant deferral / active EE | $13,110 | $6,844+91.5% | $6,293+108.3% | $6,407+104.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |