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 | $87,944 | $171,865-48.8% | $149,718-41.3% | $147,584-40.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.62% | 2113.22%-2087.6pp | 1501.63%-1476.0pp | 578.55%-552.9pp |
| Employer contribution / active EE | $14,983 | $6,275+138.8% | $5,445+175.2% | $4,876+207.3% |
| Participant deferral / active EE | $9,214 | $7,271+26.7% | $6,569+40.3% | $5,439+69.4% |
| Admin fee / account holder | $222 | $13,799-98.4% | $11,283-98.0% | $10,885-98.0% |