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 10-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 | $100,847 | $68,097+48.1% | $62,929+60.3% | $137,256-26.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.77% | 1859.11%-1844.3pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,729 | $2,811+68.2% | $2,505+88.8% | $4,156+13.8% |
| Participant deferral / active EE | $5,548 | $4,553+21.9% | $3,888+42.7% | $6,407-13.4% |
| Admin fee / account holder | $184 | $6,521-97.2% | $5,065-96.4% | $12,270-98.5% |