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 3-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 | $22,496 | $148,534-84.9% | $135,903-83.4% | $139,434-83.9% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 3030.97% | 79.19%+2951.8pp | 68.23%+2962.7pp | 372.94%+2658.0pp |
| Employer contribution / active EE | $2,673 | $5,243-49.0% | $4,856-45.0% | $4,751-43.7% |
| Participant deferral / active EE | $4,124 | $8,100-49.1% | $7,758-46.8% | $6,710-38.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |