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 | $56,316 | $171,865-67.2% | $149,718-62.4% | $147,584-61.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.32% | 2113.22%-2090.9pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,662 | $6,275-57.6% | $5,445-51.1% | $4,876-45.4% |
| Participant deferral / active EE | $6,921 | $7,271-4.8% | $6,569+5.4% | $5,439+27.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |