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 | $197,032 | $171,865+14.6% | $149,718+31.6% | $147,584+33.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.26% | 2113.22%-2094.0pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,064 | $6,275-35.2% | $5,445-25.4% | $4,876-16.7% |
| Participant deferral / active EE | $8,221 | $7,271+13.1% | $6,569+25.2% | $5,439+51.2% |
| Admin fee / account holder | $178 | $13,799-98.7% | $11,283-98.4% | $10,885-98.4% |