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 | $191,341 | $76,738+149.3% | $56,411+239.2% | $145,922+31.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.03% | 2994.23%-2987.2pp | 1701.33%-1694.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $11,888 | $1,380+761.5% | $1,039+1044.5% | $4,660+155.1% |
| Participant deferral / active EE | $13,583 | $2,623+417.9% | $1,952+595.9% | $6,688+103.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |