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 | $143,776 | $171,865-16.3% | $149,718-4.0% | $147,584-2.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.18% | 2113.22%-2092.0pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $5,061 | $6,275-19.4% | $5,445-7.1% | $4,876+3.8% |
| Participant deferral / active EE | $12,738 | $7,271+75.2% | $6,569+93.9% | $5,439+134.2% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |