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 | $39,599 | $105,998-62.6% | $92,233-57.1% | $147,584-73.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.11% | 50.05%-21.9pp | 176.28%-148.2pp | 578.55%-550.4pp |
| Employer contribution / active EE | $4,560 | $4,333+5.2% | $3,679+23.9% | $4,876-6.5% |
| Participant deferral / active EE | $9,600 | $4,478+114.4% | $3,897+146.4% | $5,439+76.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |