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 | $138,862 | $150,440-7.7% | $136,294+1.9% | $147,584-5.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.13% | 1049.08%-1037.0pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $20,388 | $5,256+287.9% | $4,695+334.2% | $4,876+318.1% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $164 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |