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 | $113,293 | $150,440-24.7% | $136,294-16.9% | $147,584-23.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,834 | $5,256-65.1% | $4,695-61.0% | $4,876-62.4% |
| Participant deferral / active EE | $8,529 | $6,630+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $99 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |