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 | $51,996 | $102,604-49.3% | $86,188-39.7% | $139,434-62.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.37% | 1922.51%-1909.1pp | 1168.45%-1155.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $9,164 | $3,032+202.2% | $2,380+285.0% | $4,751+92.9% |
| Participant deferral / active EE | $3,750 | $4,676-19.8% | $3,985-5.9% | $6,710-44.1% |
| Admin fee / account holder | $256 | $8,657-97.0% | $6,852-96.3% | $11,403-97.8% |