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 | $158,510 | $150,440+5.4% | $136,294+16.3% | $147,584+7.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.30% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,475 | $5,256-33.9% | $4,695-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $9,704 | $6,630+46.4% | $6,247+55.3% | $5,439+78.4% |
| Admin fee / account holder | $123 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |