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 | $128,477 | $150,440-14.6% | $136,294-5.7% | $147,584-12.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.27% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $4,192 | $5,256-20.2% | $4,695-10.7% | $4,876-14.0% |
| Participant deferral / active EE | $10,935 | $6,630+64.9% | $6,247+75.0% | $5,439+101.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |