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 | $141,493 | $150,440-5.9% | $136,294+3.8% | $147,584-4.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.52% | 1049.08%-1027.6pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,338 | $5,256-36.5% | $4,695-28.9% | $4,876-31.5% |
| Participant deferral / active EE | $13,448 | $6,630+102.8% | $6,247+115.3% | $5,439+147.3% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.4% | $10,885-99.4% |