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 | $159,917 | $150,440+6.3% | $136,294+17.3% | $147,584+8.4% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 18.66% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,206 | $5,256-58.0% | $4,695-53.0% | $4,876-54.8% |
| Participant deferral / active EE | $7,332 | $6,630+10.6% | $6,247+17.4% | $5,439+34.8% |
| Admin fee / account holder | $261 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |