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 | $43,978 | $150,440-70.8% | $136,294-67.7% | $147,584-70.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.99% | 1049.08%-1028.1pp | 5155.94%-5134.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $5,869 | $5,256+11.7% | $4,695+25.0% | $4,876+20.4% |
| Participant deferral / active EE | $7,884 | $6,630+18.9% | $6,247+26.2% | $5,439+45.0% |
| Admin fee / account holder | $208 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |