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 | $202,746 | $150,440+34.8% | $136,294+48.8% | $147,584+37.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.49% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,594 | $5,256+6.4% | $4,695+19.1% | $4,876+14.7% |
| Participant deferral / active EE | $15,283 | $6,630+130.5% | $6,247+144.6% | $5,439+181.0% |
| Admin fee / account holder | -$388 | $10,905-103.6% | $9,243-104.2% | $10,885-103.6% |