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 | $181,570 | $171,865+5.6% | $149,718+21.3% | $147,584+23.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 238.50% | 2113.22%-1874.7pp | 1501.63%-1263.1pp | 578.55%-340.0pp |
| Employer contribution / active EE | $1,438 | $6,275-77.1% | $5,445-73.6% | $4,876-70.5% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $167 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |