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 | $41,596 | $150,440-72.4% | $136,294-69.5% | $147,584-71.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.12% | 1049.08%-1009.0pp | 5155.94%-5115.8pp | 578.55%-538.4pp |
| Employer contribution / active EE | $10,242 | $5,256+94.9% | $4,695+118.1% | $4,876+110.0% |
| Participant deferral / active EE | $5,581 | $6,630-15.8% | $6,247-10.7% | $5,439+2.6% |
| Admin fee / account holder | $123 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |