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 | $211,313 | $171,865+23.0% | $149,718+41.1% | $147,584+43.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.94% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,291 | $6,275-47.6% | $5,445-39.6% | $4,876-32.5% |
| Participant deferral / active EE | $11,059 | $7,271+52.1% | $6,569+68.4% | $5,439+103.3% |
| Admin fee / account holder | $25 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |