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 | $141,438 | $150,440-6.0% | $136,294+3.8% | $147,584-4.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.10% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $5,788 | $5,256+10.1% | $4,695+23.3% | $4,876+18.7% |
| Participant deferral / active EE | $6,775 | $6,630+2.2% | $6,247+8.5% | $5,439+24.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |