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 | $165,847 | $150,440+10.2% | $136,294+21.7% | $147,584+12.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.98% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,302 | $5,256-37.2% | $4,695-29.7% | $4,876-32.3% |
| Participant deferral / active EE | $7,623 | $6,630+15.0% | $6,247+22.0% | $5,439+40.2% |
| Admin fee / account holder | $233 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |