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 | $194,635 | $171,865+13.2% | $149,718+30.0% | $147,584+31.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.78% | 2113.22%-2074.4pp | 1501.63%-1462.8pp | 578.55%-539.8pp |
| Employer contribution / active EE | $9,169 | $6,275+46.1% | $5,445+68.4% | $4,876+88.0% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |