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 | $88,745 | $72,400+22.6% | $67,502+31.5% | $145,922-39.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.89% | 7182.46%-7166.6pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,904 | $3,069+27.2% | $2,731+43.0% | $4,660-16.2% |
| Participant deferral / active EE | $8,178 | $4,783+71.0% | $4,000+104.5% | $6,688+22.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |