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 | $49,674 | $150,440-67.0% | $136,294-63.6% | $147,584-66.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.15% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $15,728 | $5,256+199.2% | $4,695+235.0% | $4,876+222.5% |
| Participant deferral / active EE | $10,295 | $6,630+55.3% | $6,247+64.8% | $5,439+89.3% |
| Admin fee / account holder | $298 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |