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 | $76,110 | $171,865-55.7% | $149,718-49.2% | $147,584-48.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.41% | 2113.22%-2087.8pp | 1501.63%-1476.2pp | 578.55%-553.1pp |
| Employer contribution / active EE | $6,290 | $6,275+0.2% | $5,445+15.5% | $4,876+29.0% |
| Participant deferral / active EE | $6,318 | $7,271-13.1% | $6,569-3.8% | $5,439+16.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |