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 | $240,394 | $150,440+59.8% | $136,294+76.4% | $147,584+62.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.94% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $20,779 | $5,256+295.3% | $4,695+342.5% | $4,876+326.1% |
| Participant deferral / active EE | $11,096 | $6,630+67.3% | $6,247+77.6% | $5,439+104.0% |
| Admin fee / account holder | $44 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |