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 10-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 | $59,911 | $171,865-65.1% | $149,718-60.0% | $147,584-59.4% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 34.41% | 2113.22%-2078.8pp | 1501.63%-1467.2pp | 578.55%-544.1pp |
| Employer contribution / active EE | $8,419 | $6,275+34.2% | $5,445+54.6% | $4,876+72.7% |
| Participant deferral / active EE | $8,112 | $7,271+11.6% | $6,569+23.5% | $5,439+49.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |