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 | $41,509 | $171,865-75.8% | $149,718-72.3% | $147,584-71.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.04% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,596 | $6,275-42.7% | $5,445-34.0% | $4,876-26.3% |
| Participant deferral / active EE | $7,991 | $7,271+9.9% | $6,569+21.6% | $5,439+46.9% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |