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 | $143,566 | $171,865-16.5% | $149,718-4.1% | $147,584-2.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.87% | 2113.22%-2097.3pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $27,375 | $6,275+336.2% | $5,445+402.8% | $4,876+461.4% |
| Participant deferral / active EE | $21,000 | $7,271+188.8% | $6,569+219.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |