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 | $222,490 | $171,865+29.5% | $149,718+48.6% | $147,584+50.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.06% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,445 | $6,275-45.1% | $5,445-36.7% | $4,876-29.4% |
| Participant deferral / active EE | $8,994 | $7,271+23.7% | $6,569+36.9% | $5,439+65.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |