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 | $82,049 | $171,865-52.3% | $149,718-45.2% | $147,584-44.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.14% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,967 | $6,275-52.7% | $5,445-45.5% | $4,876-39.2% |
| Participant deferral / active EE | $6,654 | $7,271-8.5% | $6,569+1.3% | $5,439+22.3% |
| Admin fee / account holder | $167 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |