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 | $37,349 | $171,865-78.3% | $149,718-75.1% | $147,584-74.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.06% | 2113.22%-2089.2pp | 1501.63%-1477.6pp | 578.55%-554.5pp |
| Employer contribution / active EE | $7,339 | $6,275+16.9% | $5,445+34.8% | $4,876+50.5% |
| Participant deferral / active EE | $5,588 | $7,271-23.1% | $6,569-14.9% | $5,439+2.7% |
| Admin fee / account holder | $248 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |