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 | $145,481 | $171,865-15.4% | $149,718-2.8% | $147,584-1.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.80% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $9,048 | $6,275+44.2% | $5,445+66.2% | $4,876+85.6% |
| Participant deferral / active EE | $7,988 | $7,271+9.9% | $6,569+21.6% | $5,439+46.9% |
| Admin fee / account holder | $16 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |