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 | $92,981 | $150,440-38.2% | $136,294-31.8% | $147,584-37.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.18% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $10,513 | $5,256+100.0% | $4,695+123.9% | $4,876+115.6% |
| Participant deferral / active EE | $6,673 | $6,630+0.6% | $6,247+6.8% | $5,439+22.7% |
| Admin fee / account holder | $287 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |