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 | $126,729 | $171,865-26.3% | $149,718-15.4% | $147,584-14.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 47.33% | 2113.22%-2065.9pp | 1501.63%-1454.3pp | 578.55%-531.2pp |
| Employer contribution / active EE | $26,600 | $6,275+323.9% | $5,445+388.5% | $4,876+445.5% |
| Participant deferral / active EE | $21,000 | $7,271+188.8% | $6,569+219.7% | $5,439+286.1% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |