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 | $136,401 | $171,865-20.6% | $149,718-8.9% | $147,584-7.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 17.44% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,681 | $6,275+6.5% | $5,445+22.7% | $4,876+37.0% |
| Participant deferral / active EE | $4,000 | $7,271-45.0% | $6,569-39.1% | $5,439-26.5% |
| Admin fee / account holder | $45 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |