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 | $107,786 | $171,865-37.3% | $149,718-28.0% | $147,584-27.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.52% | 2113.22%-2090.7pp | 1501.63%-1479.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,061 | $6,275-51.2% | $5,445-43.8% | $4,876-37.2% |
| Participant deferral / active EE | $19,292 | $7,271+165.3% | $6,569+193.7% | $5,439+254.7% |
| Admin fee / account holder | $172 | $13,799-98.8% | $11,283-98.5% | $10,885-98.4% |