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 | $37,531 | $171,865-78.2% | $149,718-74.9% | $147,584-74.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.92% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,246 | $6,275-32.3% | $5,445-22.0% | $4,876-12.9% |
| Participant deferral / active EE | $12,830 | $7,271+76.5% | $6,569+95.3% | $5,439+135.9% |
| Admin fee / account holder | $84 | $13,799-99.4% | $11,283-99.3% | $10,885-99.2% |