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 | $89,005 | $171,865-48.2% | $149,718-40.6% | $147,584-39.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.23% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,563 | $6,275-27.3% | $5,445-16.2% | $4,876-6.4% |
| Participant deferral / active EE | $4,337 | $7,271-40.4% | $6,569-34.0% | $5,439-20.3% |
| Admin fee / account holder | $36 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |