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 | $199,166 | $150,440+32.4% | $136,294+46.1% | $147,584+35.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.48% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,796 | $5,256-27.8% | $4,695-19.2% | $4,876-22.2% |
| Participant deferral / active EE | $5,517 | $6,630-16.8% | $6,247-11.7% | $5,439+1.4% |
| Admin fee / account holder | $285 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |