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 | $90,694 | $171,865-47.2% | $149,718-39.4% | $147,584-38.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.35% | 2113.22%-2103.9pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $14,370 | $6,275+129.0% | $5,445+163.9% | $4,876+194.7% |
| Participant deferral / active EE | $8,927 | $7,271+22.8% | $6,569+35.9% | $5,439+64.1% |
| Admin fee / account holder | $43 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |