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 | $122,770 | $150,440-18.4% | $136,294-9.9% | $147,584-16.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.81% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,182 | $5,256-39.5% | $4,695-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $5,222 | $6,630-21.2% | $6,247-16.4% | $5,439-4.0% |
| Admin fee / account holder | $108 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |