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 | $180,749 | $150,440+20.1% | $136,294+32.6% | $147,584+22.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.33% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,702 | $5,256+65.6% | $4,695+85.3% | $4,876+78.4% |
| Participant deferral / active EE | $10,103 | $6,630+52.4% | $6,247+61.7% | $5,439+85.8% |
| Admin fee / account holder | $200 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |