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 | $180,096 | $150,440+19.7% | $136,294+32.1% | $147,584+22.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 161.30% | 1049.08%-887.8pp | 5155.94%-4994.6pp | 578.55%-417.3pp |
| Employer contribution / active EE | $11,465 | $5,256+118.1% | $4,695+144.2% | $4,876+135.1% |
| Participant deferral / active EE | $12,538 | $6,630+89.1% | $6,247+100.7% | $5,439+130.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |