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 | $89,482 | $185,200-51.7% | $142,863-37.4% | $167,490-46.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.47% | 8555.70%-8539.2pp | 5637.54%-5621.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $28,005 | $5,604+399.7% | $4,144+575.9% | $4,837+478.9% |
| Participant deferral / active EE | $19,500 | $4,494+333.9% | $3,837+408.2% | $6,341+207.5% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |