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 | $23,829 | $101,069-76.4% | $81,478-70.8% | $147,584-83.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 99.45% | 32.40%+67.1pp | 38.78%+60.7pp | 578.55%-479.1pp |
| Employer contribution / active EE | $1,161 | $3,205-63.8% | $2,568-54.8% | $4,876-76.2% |
| Participant deferral / active EE | $5,500 | $4,242+29.7% | $3,537+55.5% | $5,439+1.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |