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 | $80,171 | $171,865-53.4% | $149,718-46.5% | $147,584-45.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.92% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $12,047 | $6,275+92.0% | $5,445+121.2% | $4,876+147.0% |
| Participant deferral / active EE | $7,365 | $7,271+1.3% | $6,569+12.1% | $5,439+35.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |