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 | $152,359 | $150,440+1.3% | $136,294+11.8% | $147,584+3.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.63% | 1049.08%-1023.4pp | 5155.94%-5130.3pp | 578.55%-552.9pp |
| Employer contribution / active EE | $4,183 | $5,256-20.4% | $4,695-10.9% | $4,876-14.2% |
| Participant deferral / active EE | $10,489 | $6,630+58.2% | $6,247+67.9% | $5,439+92.9% |
| Admin fee / account holder | $277 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |