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 | $38,478 | $171,865-77.6% | $149,718-74.3% | $147,584-73.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 33.36% | 2113.22%-2079.9pp | 1501.63%-1468.3pp | 578.55%-545.2pp |
| Employer contribution / active EE | $9,040 | $6,275+44.1% | $5,445+66.0% | $4,876+85.4% |
| Participant deferral / active EE | $13,821 | $7,271+90.1% | $6,569+110.4% | $5,439+154.1% |
| Admin fee / account holder | $179 | $13,799-98.7% | $11,283-98.4% | $10,885-98.4% |