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 | $74,196 | $171,865-56.8% | $149,718-50.4% | $147,584-49.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.47% | 2113.22%-2100.7pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $10,628 | $6,275+69.4% | $5,445+95.2% | $4,876+118.0% |
| Participant deferral / active EE | $12,421 | $7,271+70.8% | $6,569+89.1% | $5,439+128.4% |
| Admin fee / account holder | $45 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |