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 | $79,184 | $171,865-53.9% | $149,718-47.1% | $147,584-46.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.97% | 2113.22%-2101.2pp | 1501.63%-1489.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,552 | $6,275-59.3% | $5,445-53.1% | $4,876-47.7% |
| Participant deferral / active EE | $3,959 | $7,271-45.6% | $6,569-39.7% | $5,439-27.2% |
| Admin fee / account holder | $7 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |