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 | $57,669 | $150,440-61.7% | $136,294-57.7% | $147,584-60.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.93% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $9,451 | $5,256+79.8% | $4,695+101.3% | $4,876+93.8% |
| Participant deferral / active EE | $12,255 | $6,630+84.8% | $6,247+96.2% | $5,439+125.3% |
| Admin fee / account holder | $103 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |