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 | $173,688 | $150,440+15.5% | $136,294+27.4% | $147,584+17.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.40% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,832 | $5,256-27.1% | $4,695-18.4% | $4,876-21.4% |
| Participant deferral / active EE | $8,400 | $6,630+26.7% | $6,247+34.5% | $5,439+54.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |