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 | $227,455 | $171,865+32.3% | $149,718+51.9% | $147,584+54.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.15% | 2113.22%-2102.1pp | 1501.63%-1490.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,031 | $6,275-35.8% | $5,445-26.0% | $4,876-17.3% |
| Participant deferral / active EE | $9,346 | $7,271+28.5% | $6,569+42.3% | $5,439+71.8% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |