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 | $42,945 | $217,402-80.2% | $185,823-76.9% | $167,490-74.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 109.36% | 148.36%-39.0pp | 122.05%-12.7pp | 478.56%-369.2pp |
| Employer contribution / active EE | $5,779 | $5,873-1.6% | $5,167+11.8% | $4,837+19.5% |
| Participant deferral / active EE | $11,955 | $6,356+88.1% | $5,568+114.7% | $6,341+88.5% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |