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 | $167,981 | $171,865-2.3% | $149,718+12.2% | $147,584+13.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.12% | 2113.22%-2088.1pp | 1501.63%-1476.5pp | 578.55%-553.4pp |
| Employer contribution / active EE | $25,676 | $6,275+309.2% | $5,445+371.6% | $4,876+426.5% |
| Participant deferral / active EE | $13,604 | $7,271+87.1% | $6,569+107.1% | $5,439+150.1% |
| Admin fee / account holder | $83 | $13,799-99.4% | $11,283-99.3% | $10,885-99.2% |