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 | $79,759 | $171,865-53.6% | $149,718-46.7% | $147,584-46.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.03% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,566 | $6,275-59.1% | $5,445-52.9% | $4,876-47.4% |
| Participant deferral / active EE | $16,087 | $7,271+121.3% | $6,569+144.9% | $5,439+195.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |