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 | $64,663 | $171,865-62.4% | $149,718-56.8% | $147,584-56.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 222.91% | 2113.22%-1890.3pp | 1501.63%-1278.7pp | 578.55%-355.6pp |
| Employer contribution / active EE | $3,900 | $6,275-37.8% | $5,445-28.4% | $4,876-20.0% |
| Participant deferral / active EE | $11,921 | $7,271+64.0% | $6,569+81.5% | $5,439+119.2% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |