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 | $169,158 | $171,865-1.6% | $149,718+13.0% | $147,584+14.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 42.74% | 2113.22%-2070.5pp | 1501.63%-1458.9pp | 578.55%-535.8pp |
| Employer contribution / active EE | $2,363 | $6,275-62.4% | $5,445-56.6% | $4,876-51.5% |
| Participant deferral / active EE | $11,880 | $7,271+63.4% | $6,569+80.9% | $5,439+118.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |