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 7-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 | $13,111 | $100,852-87.0% | $90,404-85.5% | $158,922-91.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 101.26% | 1724.20%-1622.9pp | 1293.02%-1191.8pp | 302.83%-201.6pp |
| Employer contribution / active EE | $3,699 | $3,689+0.3% | $3,262+13.4% | $4,761-22.3% |
| Participant deferral / active EE | $4,950 | $4,348+13.9% | $3,963+24.9% | $5,982-17.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |