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 | $68,000 | $150,440-54.8% | $136,294-50.1% | $147,584-53.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.89% | 1049.08%-1012.2pp | 5155.94%-5119.0pp | 578.55%-541.7pp |
| Employer contribution / active EE | $12,500 | $5,256+137.8% | $4,695+166.2% | $4,876+156.3% |
| Participant deferral / active EE | $6,500 | $6,630-2.0% | $6,247+4.0% | $5,439+19.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |