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 9-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 | $85,401 | $171,865-50.3% | $149,718-43.0% | $147,584-42.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.22% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,577 | $6,275-74.9% | $5,445-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $8,147 | $7,271+12.1% | $6,569+24.0% | $5,439+49.8% |
| Admin fee / account holder | $293 | $13,799-97.9% | $11,283-97.4% | $10,885-97.3% |