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 | $56,246 | $171,865-67.3% | $149,718-62.4% | $147,584-61.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.23% | 2113.22%-2091.0pp | 1501.63%-1479.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,030 | $6,275-51.7% | $5,445-44.4% | $4,876-37.9% |
| Participant deferral / active EE | $17,695 | $7,271+143.4% | $6,569+169.4% | $5,439+225.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |