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 | $117,958 | $171,865-31.4% | $149,718-21.2% | $147,584-20.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.38% | 2113.22%-2096.8pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,400 | $6,275-61.8% | $5,445-55.9% | $4,876-50.8% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $172 | $13,799-98.8% | $11,283-98.5% | $10,885-98.4% |