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 | $27,471 | $150,440-81.7% | $136,294-79.8% | $147,584-81.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 837.42% | 1049.08%-211.7pp | 5155.94%-4318.5pp | 578.55%+258.9pp |
| Employer contribution / active EE | $15,842 | $5,256+201.4% | $4,695+237.4% | $4,876+224.9% |
| Participant deferral / active EE | $8,760 | $6,630+32.1% | $6,247+40.2% | $5,439+61.1% |
| Admin fee / account holder | $36 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |