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 | $166,102 | $165,912+0.1% | $122,332+35.8% | $147,584+12.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 882.69% | 34.55%+848.1pp | 30.27%+852.4pp | 578.55%+304.1pp |
| Employer contribution / active EE | $4,987 | $5,754-13.3% | $4,050+23.1% | $4,876+2.3% |
| Participant deferral / active EE | $1,083 | $4,005-73.0% | $3,287-67.0% | $5,439-80.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |