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 | $129,954 | $72,400+79.5% | $67,502+92.5% | $145,922-10.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.71% | 7182.46%-7163.8pp | 3512.12%-3493.4pp | 561.29%-542.6pp |
| Employer contribution / active EE | $6,177 | $3,069+101.3% | $2,731+126.2% | $4,660+32.6% |
| Participant deferral / active EE | $9,480 | $4,783+98.2% | $4,000+137.0% | $6,688+41.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |