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 | $104,196 | $150,440-30.7% | $136,294-23.6% | $147,584-29.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.96% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $11,662 | $5,256+121.9% | $4,695+148.4% | $4,876+139.2% |
| Participant deferral / active EE | $3,000 | $6,630-54.8% | $6,247-52.0% | $5,439-44.8% |
| Admin fee / account holder | $17 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |