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 | $128,158 | $72,400+77.0% | $67,502+89.9% | $145,922-12.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.41% | 7182.46%-7173.1pp | 3512.12%-3502.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,858 | $3,069-6.9% | $2,731+4.7% | $4,660-38.7% |
| Participant deferral / active EE | $19,375 | $4,783+305.1% | $4,000+384.4% | $6,688+189.7% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |