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 | $151,118 | $171,865-12.1% | $149,718+0.9% | $147,584+2.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.89% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $9,802 | $6,275+56.2% | $5,445+80.0% | $4,876+101.0% |
| Participant deferral / active EE | $3,255 | $7,271-55.2% | $6,569-50.5% | $5,439-40.2% |
| Admin fee / account holder | $198 | $13,799-98.6% | $11,283-98.2% | $10,885-98.2% |