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 | $169,611 | $150,440+12.7% | $136,294+24.4% | $147,584+14.9% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 16.44% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $6,164 | $5,256+17.3% | $4,695+31.3% | $4,876+26.4% |
| Participant deferral / active EE | $4,555 | $6,630-31.3% | $6,247-27.1% | $5,439-16.2% |
| Admin fee / account holder | $74 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |