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 | $113,243 | $171,865-34.1% | $149,718-24.4% | $147,584-23.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.61% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $15,932 | $6,275+153.9% | $5,445+192.6% | $4,876+226.7% |
| Participant deferral / active EE | $7,322 | $7,271+0.7% | $6,569+11.5% | $5,439+34.6% |
| Admin fee / account holder | $230 | $13,799-98.3% | $11,283-98.0% | $10,885-97.9% |