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 | $104,171 | $73,515+41.7% | $62,995+65.4% | $147,584-29.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 51.53% | 175.43%-123.9pp | 87.57%-36.0pp | 578.55%-527.0pp |
| Employer contribution / active EE | $7,658 | $3,320+130.6% | $2,759+177.6% | $4,876+57.0% |
| Participant deferral / active EE | $3,938 | $4,185-5.9% | $3,329+18.3% | $5,439-27.6% |
| Admin fee / account holder | $59 | $5,953-99.0% | $3,600-98.4% | $10,885-99.5% |