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 | $122,641 | $171,865-28.6% | $149,718-18.1% | $147,584-16.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.52% | 2113.22%-2093.7pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,483 | $6,275-44.5% | $5,445-36.0% | $4,876-28.6% |
| Participant deferral / active EE | $3,973 | $7,271-45.4% | $6,569-39.5% | $5,439-26.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |