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 | $235,956 | $171,865+37.3% | $149,718+57.6% | $147,584+59.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.30% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,475 | $7,271+85.3% | $6,569+105.1% | $5,439+147.8% |
| Admin fee / account holder | $257 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |