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 | $44,695 | $107,934-58.6% | $91,989-51.4% | $152,861-70.8% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 1947.21% | 89.24%+1858.0pp | 69.02%+1878.2pp | 345.32%+1601.9pp |
| Employer contribution / active EE | $2,124 | $4,210-49.6% | $3,452-38.5% | $4,762-55.4% |
| Participant deferral / active EE | $6,526 | $6,364+2.5% | $5,923+10.2% | $5,850+11.5% |
| Admin fee / account holder | $17 | $10,520-99.8% | $7,743-99.8% | $11,596-99.9% |