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 7-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 | $155,516 | $180,749-14.0% | $160,784-3.3% | $137,256+13.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.41% | 2234.46%-2214.1pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $18,911 | $4,155+355.1% | $3,733+406.6% | $4,156+355.0% |
| Participant deferral / active EE | $11,500 | $6,844+68.0% | $6,293+82.7% | $6,407+79.5% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |