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 | $135,087 | $171,865-21.4% | $149,718-9.8% | $147,584-8.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.68% | 2113.22%-2092.5pp | 1501.63%-1480.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $20,735 | $6,275+230.4% | $5,445+280.8% | $4,876+325.2% |
| Participant deferral / active EE | $15,000 | $7,271+106.3% | $6,569+128.3% | $5,439+175.8% |
| Admin fee / account holder | $140 | $13,799-99.0% | $11,283-98.8% | $10,885-98.7% |