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 | $122,776 | $185,200-33.7% | $142,863-14.1% | $167,490-26.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.06% | 8555.70%-8544.6pp | 5637.54%-5626.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $964 | $5,604-82.8% | $4,144-76.7% | $4,837-80.1% |
| Participant deferral / active EE | $3,069 | $4,494-31.7% | $3,837-20.0% | $6,341-51.6% |
| Admin fee / account holder | $12 | $8,031-99.8% | $6,560-99.8% | $12,309-99.9% |