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 | $174,423 | $171,865+1.5% | $149,718+16.5% | $147,584+18.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.17% | 2113.22%-2087.0pp | 1501.63%-1475.5pp | 578.55%-552.4pp |
| Employer contribution / active EE | $7,110 | $6,275+13.3% | $5,445+30.6% | $4,876+45.8% |
| Participant deferral / active EE | $16,500 | $7,271+126.9% | $6,569+151.2% | $5,439+203.4% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |