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 | $179,425 | $171,865+4.4% | $149,718+19.8% | $147,584+21.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.29% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $11,127 | $6,275+77.3% | $5,445+104.3% | $4,876+128.2% |
| Participant deferral / active EE | $10,193 | $7,271+40.2% | $6,569+55.2% | $5,439+87.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |