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 | $96,508 | $150,440-35.8% | $136,294-29.2% | $147,584-34.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.98% | 1049.08%-1024.1pp | 5155.94%-5131.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $11,457 | $5,256+118.0% | $4,695+144.0% | $4,876+134.9% |
| Participant deferral / active EE | $10,508 | $6,630+58.5% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $64 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |