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 | $155,246 | $150,440+3.2% | $136,294+13.9% | $147,584+5.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.99% | 1049.08%-1026.1pp | 5155.94%-5132.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,762 | $5,256-47.5% | $4,695-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $15,200 | $6,630+129.2% | $6,247+143.3% | $5,439+179.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |