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 | $165,287 | $176,662-6.4% | $130,648+26.5% | $152,861+8.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 27.44% | 2692.24%-2664.8pp | 1708.96%-1681.5pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,750 | $5,742-69.5% | $4,092-57.2% | $4,762-63.3% |
| Participant deferral / active EE | $7,775 | $4,361+78.3% | $3,603+115.8% | $5,850+32.9% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |