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 | $148,731 | $150,440-1.1% | $136,294+9.1% | $147,584+0.8% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 10.87% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,304 | $5,256-37.1% | $4,695-29.6% | $4,876-32.2% |
| Participant deferral / active EE | $7,307 | $6,630+10.2% | $6,247+17.0% | $5,439+34.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |