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 | $115,459 | $150,440-23.3% | $136,294-15.3% | $147,584-21.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.52% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,477 | $5,256-33.9% | $4,695-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $7,487 | $6,630+12.9% | $6,247+19.8% | $5,439+37.7% |
| Admin fee / account holder | $26 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |