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 | $125,170 | $150,440-16.8% | $136,294-8.2% | $147,584-15.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.12% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $10,544 | $5,256+100.6% | $4,695+124.6% | $4,876+116.2% |
| Participant deferral / active EE | $11,365 | $6,630+71.4% | $6,247+81.9% | $5,439+109.0% |
| Admin fee / account holder | $103 | $10,905-99.1% | $9,243-98.9% | $10,885-99.0% |