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 | $172,004 | $150,440+14.3% | $136,294+26.2% | $147,584+16.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.82% | 1049.08%-1023.3pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $14,939 | $5,256+184.2% | $4,695+218.1% | $4,876+206.3% |
| Participant deferral / active EE | $10,667 | $6,630+60.9% | $6,247+70.7% | $5,439+96.1% |
| Admin fee / account holder | -$57 | $10,905-100.5% | $9,243-100.6% | $10,885-100.5% |