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 | $47,993 | $171,865-72.1% | $149,718-67.9% | $147,584-67.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.74% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,670 | $6,275-73.4% | $5,445-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $8,423 | $7,271+15.8% | $6,569+28.2% | $5,439+54.9% |
| Admin fee / account holder | $10 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |