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 | $211,161 | $171,865+22.9% | $149,718+41.0% | $147,584+43.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 21.49% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $8,083 | $6,275+28.8% | $5,445+48.5% | $4,876+65.8% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $30 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |