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 | $171,587 | $171,865-0.2% | $149,718+14.6% | $147,584+16.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.57% | 2113.22%-2098.6pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,231 | $6,275-16.6% | $5,445-3.9% | $4,876+7.3% |
| Participant deferral / active EE | $10,167 | $7,271+39.8% | $6,569+54.8% | $5,439+86.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |