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 | $234,698 | $171,865+36.6% | $149,718+56.8% | $147,584+59.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.37% | 2113.22%-2103.8pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $3,207 | $6,275-48.9% | $5,445-41.1% | $4,876-34.2% |
| Participant deferral / active EE | $3,248 | $7,271-55.3% | $6,569-50.6% | $5,439-40.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |