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 | $21,986 | $57,354-61.7% | $83,848-73.8% | $64,186-65.7% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | 4475.43% | 11.38%+4464.0pp | 850.88%+3624.5pp | 7.63%+4467.8pp |
| Employer contribution / active EE | $2,240 | $2,545-12.0% | $3,631-38.3% | $2,381-5.9% |
| Participant deferral / active EE | $4,842 | $2,993+61.8% | $4,082+18.6% | $3,470+39.5% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |