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 | $239,629 | $150,440+59.3% | $136,294+75.8% | $147,584+62.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.49% | 1049.08%-1016.6pp | 5155.94%-5123.4pp | 578.55%-546.1pp |
| Employer contribution / active EE | $5,585 | $5,256+6.3% | $4,695+18.9% | $4,876+14.5% |
| Participant deferral / active EE | $11,200 | $6,630+68.9% | $6,247+79.3% | $5,439+105.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |