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 | $166,935 | $150,440+11.0% | $136,294+22.5% | $147,584+13.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.33% | 1049.08%-1025.8pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $11,404 | $5,256+117.0% | $4,695+142.9% | $4,876+133.9% |
| Participant deferral / active EE | $12,711 | $6,630+91.7% | $6,247+103.5% | $5,439+133.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |