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 | $45,605 | $171,865-73.5% | $149,718-69.5% | $147,584-69.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.47% | 2113.22%-2092.7pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $19,402 | $6,275+209.2% | $5,445+256.3% | $4,876+297.9% |
| Participant deferral / active EE | $9,599 | $7,271+32.0% | $6,569+46.1% | $5,439+76.5% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |