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 | $192,715 | $171,865+12.1% | $149,718+28.7% | $147,584+30.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.91% | 2113.22%-2087.3pp | 1501.63%-1475.7pp | 578.55%-552.6pp |
| Employer contribution / active EE | $1,988 | $6,275-68.3% | $5,445-63.5% | $4,876-59.2% |
| Participant deferral / active EE | $8,788 | $7,271+20.9% | $6,569+33.8% | $5,439+61.6% |
| Admin fee / account holder | $52 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |