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 | $56,145 | $171,865-67.3% | $149,718-62.5% | $147,584-62.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.45% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $7,801 | $6,275+24.3% | $5,445+43.3% | $4,876+60.0% |
| Participant deferral / active EE | $4,000 | $7,271-45.0% | $6,569-39.1% | $5,439-26.5% |
| Admin fee / account holder | $269 | $13,799-98.1% | $11,283-97.6% | $10,885-97.5% |