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 | $65,420 | $171,865-61.9% | $149,718-56.3% | $147,584-55.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.84% | 2113.22%-2090.4pp | 1501.63%-1478.8pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,406 | $6,275-61.7% | $5,445-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $17,997 | $7,271+147.5% | $6,569+174.0% | $5,439+230.9% |
| Admin fee / account holder | $158 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |