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 3-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 | $155,511 | $169,161-8.1% | $129,295+20.3% | $145,959+6.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.20% | 14348.07%-14337.9pp | 9429.28%-9419.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $9,986 | $5,543+80.2% | $4,157+140.2% | $4,661+114.3% |
| Participant deferral / active EE | $5,750 | $4,989+15.2% | $4,169+37.9% | $6,689-14.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |