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 | $223,471 | $150,440+48.5% | $136,294+64.0% | $147,584+51.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,939 | $5,256+32.0% | $4,695+47.8% | $4,876+42.3% |
| Participant deferral / active EE | $12,826 | $6,630+93.4% | $6,247+105.3% | $5,439+135.8% |
| Admin fee / account holder | $152 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |