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 | $195,611 | $84,695+131.0% | $73,843+164.9% | $125,391+56.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.41% | 3123.53%-3121.1pp | 2267.84%-2265.4pp | 282.22%-279.8pp |
| Employer contribution / active EE | $13,250 | $3,123+324.2% | $2,787+375.3% | $4,866+172.3% |
| Participant deferral / active EE | $14,500 | $3,992+263.2% | $3,583+304.7% | $5,352+171.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |