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 | $54,733 | $171,865-68.2% | $149,718-63.4% | $147,584-62.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.16% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,464 | $6,275-60.7% | $5,445-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $11,011 | $7,271+51.4% | $6,569+67.6% | $5,439+102.5% |
| Admin fee / account holder | $160 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |