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 | $97,098 | $171,865-43.5% | $149,718-35.1% | $147,584-34.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.77% | 2113.22%-2101.4pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,275 | $6,275-47.8% | $5,445-39.8% | $4,876-32.8% |
| Participant deferral / active EE | $3,106 | $7,271-57.3% | $6,569-52.7% | $5,439-42.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |