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 | $41,331 | $150,440-72.5% | $136,294-69.7% | $147,584-72.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.66% | 1049.08%-1025.4pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $6,937 | $5,256+32.0% | $4,695+47.7% | $4,876+42.3% |
| Participant deferral / active EE | $12,728 | $6,630+92.0% | $6,247+103.7% | $5,439+134.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |