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 | $176,814 | $150,440+17.5% | $136,294+29.7% | $147,584+19.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.94% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,123 | $5,256-40.6% | $4,695-33.5% | $4,876-36.0% |
| Participant deferral / active EE | $7,504 | $6,630+13.2% | $6,247+20.1% | $5,439+38.0% |
| Admin fee / account holder | $89 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |