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 | $231,722 | $171,865+34.8% | $149,718+54.8% | $147,584+57.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.23% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,755 | $6,275-40.2% | $5,445-31.0% | $4,876-23.0% |
| Participant deferral / active EE | $15,000 | $7,271+106.3% | $6,569+128.3% | $5,439+175.8% |
| Admin fee / account holder | $144 | $13,799-99.0% | $11,283-98.7% | $10,885-98.7% |