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 | $98,756 | $171,865-42.5% | $149,718-34.0% | $147,584-33.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 36.95% | 2113.22%-2076.3pp | 1501.63%-1464.7pp | 578.55%-541.6pp |
| Employer contribution / active EE | $1,369 | $6,275-78.2% | $5,445-74.9% | $4,876-71.9% |
| Participant deferral / active EE | $3,132 | $7,271-56.9% | $6,569-52.3% | $5,439-42.4% |
| Admin fee / account holder | $35 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |