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 | $48,480 | $171,865-71.8% | $149,718-67.6% | $147,584-67.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.88% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $13,177 | $6,275+110.0% | $5,445+142.0% | $4,876+170.2% |
| Participant deferral / active EE | $10,853 | $7,271+49.3% | $6,569+65.2% | $5,439+99.5% |
| Admin fee / account holder | $188 | $13,799-98.6% | $11,283-98.3% | $10,885-98.3% |