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 | $66,193 | $171,865-61.5% | $149,718-55.8% | $147,584-55.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.60% | 2113.22%-2087.6pp | 1501.63%-1476.0pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,210 | $6,275-64.8% | $5,445-59.4% | $4,876-54.7% |
| Participant deferral / active EE | $3,928 | $7,271-46.0% | $6,569-40.2% | $5,439-27.8% |
| Admin fee / account holder | $228 | $13,799-98.4% | $11,283-98.0% | $10,885-97.9% |