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 | $196,105 | $180,749+8.5% | $160,784+22.0% | $137,256+42.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.87% | 2234.46%-2218.6pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,521 | $4,155-63.4% | $3,733-59.3% | $4,156-63.4% |
| Participant deferral / active EE | $1,521 | $6,844-77.8% | $6,293-75.8% | $6,407-76.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |