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 | $149,779 | $150,440-0.4% | $136,294+9.9% | $147,584+1.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.32% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,805 | $5,256-46.6% | $4,695-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $9,321 | $6,630+40.6% | $6,247+49.2% | $5,439+71.4% |
| Admin fee / account holder | $278 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |