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 | $115,739 | $171,865-32.7% | $149,718-22.7% | $147,584-21.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.60% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $10,416 | $6,275+66.0% | $5,445+91.3% | $4,876+113.6% |
| Participant deferral / active EE | $10,436 | $7,271+43.5% | $6,569+58.9% | $5,439+91.9% |
| Admin fee / account holder | $39 | $13,799-99.7% | $11,283-99.7% | $10,885-99.6% |