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 | $113,320 | $171,865-34.1% | $149,718-24.3% | $147,584-23.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.94% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,302 | $6,275-63.3% | $5,445-57.7% | $4,876-52.8% |
| Participant deferral / active EE | $3,551 | $7,271-51.2% | $6,569-46.0% | $5,439-34.7% |
| Admin fee / account holder | $254 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |