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 | $47,238 | $160,055-70.5% | $140,016-66.3% | $135,375-65.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 41.73% | 911.38%-869.7pp | 651.12%-609.4pp | 519.73%-478.0pp |
| Employer contribution / active EE | $4,419 | $6,420-31.2% | $5,606-21.2% | $4,779-7.5% |
| Participant deferral / active EE | $11,791 | $7,642+54.3% | $6,927+70.2% | $5,609+110.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |