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 | $130,593 | $150,440-13.2% | $136,294-4.2% | $147,584-11.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.41% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $14,835 | $5,256+182.2% | $4,695+215.9% | $4,876+204.2% |
| Participant deferral / active EE | $12,491 | $6,630+88.4% | $6,247+99.9% | $5,439+129.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |