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 | $244,782 | $171,865+42.4% | $149,718+63.5% | $147,584+65.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.75% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $13,679 | $6,275+118.0% | $5,445+151.2% | $4,876+180.5% |
| Participant deferral / active EE | $12,120 | $7,271+66.7% | $6,569+84.5% | $5,439+122.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |