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 | $224,533 | $171,865+30.6% | $149,718+50.0% | $147,584+52.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.96% | 2113.22%-2092.3pp | 1501.63%-1480.7pp | 578.55%-557.6pp |
| Employer contribution / active EE | $4,858 | $6,275-22.6% | $5,445-10.8% | $4,876-0.4% |
| Participant deferral / active EE | $15,500 | $7,271+113.2% | $6,569+136.0% | $5,439+185.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |