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 | $53,009 | $171,865-69.2% | $149,718-64.6% | $147,584-64.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.76% | 2113.22%-2087.5pp | 1501.63%-1475.9pp | 578.55%-552.8pp |
| Employer contribution / active EE | $13,885 | $6,275+121.3% | $5,445+155.0% | $4,876+184.7% |
| Participant deferral / active EE | $10,746 | $7,271+47.8% | $6,569+63.6% | $5,439+97.6% |
| Admin fee / account holder | $31 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |