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 | $11,859 | $84,695-86.0% | $73,843-83.9% | $125,391-90.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 90.44% | 3123.53%-3033.1pp | 2267.84%-2177.4pp | 282.22%-191.8pp |
| Employer contribution / active EE | $3,750 | $3,123+20.1% | $2,787+34.5% | $4,866-22.9% |
| Participant deferral / active EE | $1,248 | $3,992-68.7% | $3,583-65.2% | $5,352-76.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |