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 9-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 | $132,762 | $171,865-22.8% | $149,718-11.3% | $147,584-10.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.19% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.4pp |
| Employer contribution / active EE | $17,936 | $6,275+185.8% | $5,445+229.4% | $4,876+267.8% |
| Participant deferral / active EE | $13,365 | $7,271+83.8% | $6,569+103.5% | $5,439+145.7% |
| Admin fee / account holder | $52 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |