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 | $184,943 | $180,749+2.3% | $160,784+15.0% | $137,256+34.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.37% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,984 | $4,155-28.2% | $3,733-20.1% | $4,156-28.2% |
| Participant deferral / active EE | $12,550 | $6,844+83.4% | $6,293+99.4% | $6,407+95.9% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |