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 7-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 | $45,929 | $171,865-73.3% | $149,718-69.3% | $147,584-68.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.96% | 2113.22%-2088.3pp | 1501.63%-1476.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $3,348 | $6,275-46.7% | $5,445-38.5% | $4,876-31.3% |
| Participant deferral / active EE | $16,400 | $7,271+125.6% | $6,569+149.7% | $5,439+201.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |