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 | $49,439 | $107,334-53.9% | $92,893-46.8% | $152,861-67.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 48.03% | 145.58%-97.6pp | 109.41%-61.4pp | 345.32%-297.3pp |
| Employer contribution / active EE | $3,735 | $4,221-11.5% | $3,653+2.2% | $4,762-21.6% |
| Participant deferral / active EE | $8,935 | $4,845+84.4% | $4,236+110.9% | $5,850+52.7% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |