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 | $113,070 | $150,440-24.8% | $136,294-17.0% | $147,584-23.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.65% | 1049.08%-1020.4pp | 5155.94%-5127.3pp | 578.55%-549.9pp |
| Employer contribution / active EE | $3,188 | $5,256-39.3% | $4,695-32.1% | $4,876-34.6% |
| Participant deferral / active EE | $9,407 | $6,630+41.9% | $6,247+50.6% | $5,439+73.0% |
| Admin fee / account holder | $247 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |