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 | $137,660 | $171,865-19.9% | $149,718-8.1% | $147,584-6.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.85% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $10,700 | $6,275+70.5% | $5,445+96.5% | $4,876+119.4% |
| Participant deferral / active EE | $9,600 | $7,271+32.0% | $6,569+46.1% | $5,439+76.5% |
| Admin fee / account holder | $52 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |