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 9-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 | $191,774 | $150,440+27.5% | $136,294+40.7% | $147,584+29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.09% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $18,489 | $5,256+251.8% | $4,695+293.8% | $4,876+279.1% |
| Participant deferral / active EE | $17,830 | $6,630+168.9% | $6,247+185.4% | $5,439+227.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |