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 | $60,660 | $171,865-64.7% | $149,718-59.5% | $147,584-58.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.05% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,887 | $6,275-69.9% | $5,445-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $2,994 | $7,271-58.8% | $6,569-54.4% | $5,439-44.9% |
| Admin fee / account holder | $289 | $13,799-97.9% | $11,283-97.4% | $10,885-97.3% |