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 | $245,558 | $150,440+63.2% | $136,294+80.2% | $147,584+66.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.78% | 1049.08%-1023.3pp | 5155.94%-5130.2pp | 578.55%-552.8pp |
| Employer contribution / active EE | $32,096 | $5,256+510.6% | $4,695+583.6% | $4,876+558.2% |
| Participant deferral / active EE | $11,428 | $6,630+72.4% | $6,247+82.9% | $5,439+110.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |