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 | $150,718 | $171,865-12.3% | $149,718+0.7% | $147,584+2.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.65% | 2113.22%-2085.6pp | 1501.63%-1474.0pp | 578.55%-550.9pp |
| Employer contribution / active EE | $2,788 | $6,275-55.6% | $5,445-48.8% | $4,876-42.8% |
| Participant deferral / active EE | $5,583 | $7,271-23.2% | $6,569-15.0% | $5,439+2.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |