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 | $223,382 | $171,865+30.0% | $149,718+49.2% | $147,584+51.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.27% | 2113.22%-2096.9pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $14,413 | $6,275+129.7% | $5,445+164.7% | $4,876+195.6% |
| Participant deferral / active EE | $9,117 | $7,271+25.4% | $6,569+38.8% | $5,439+67.6% |
| Admin fee / account holder | $156 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |