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 | $111,187 | $171,865-35.3% | $149,718-25.7% | $147,584-24.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.69% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $9,745 | $6,275+55.3% | $5,445+79.0% | $4,876+99.9% |
| Participant deferral / active EE | $17,517 | $7,271+140.9% | $6,569+166.7% | $5,439+222.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |