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 | $153,852 | $150,440+2.3% | $136,294+12.9% | $147,584+4.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.18% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,978 | $5,256-62.4% | $4,695-57.9% | $4,876-59.4% |
| Participant deferral / active EE | $7,949 | $6,630+19.9% | $6,247+27.2% | $5,439+46.2% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |