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 | $119,410 | $150,440-20.6% | $136,294-12.4% | $147,584-19.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.32% | 1049.08%-1033.8pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,210 | $5,256-38.9% | $4,695-31.6% | $4,876-34.2% |
| Participant deferral / active EE | $8,096 | $6,630+22.1% | $6,247+29.6% | $5,439+48.9% |
| Admin fee / account holder | $154 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |