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 | $55,475 | $202,318-72.6% | $172,739-67.9% | $152,861-63.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 14118.85% | 1029.65%+13089.2pp | 802.84%+13316.0pp | 345.32%+13773.5pp |
| Employer contribution / active EE | $2,297 | $5,856-60.8% | $5,143-55.3% | $4,762-51.8% |
| Participant deferral / active EE | $3,398 | $5,948-42.9% | $5,198-34.6% | $5,850-41.9% |
| Admin fee / account holder | $23 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |