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 | $243,727 | $150,440+62.0% | $136,294+78.8% | $147,584+65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.39% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $27,553 | $5,256+424.2% | $4,695+486.8% | $4,876+465.0% |
| Participant deferral / active EE | $4,378 | $6,630-34.0% | $6,247-29.9% | $5,439-19.5% |
| Admin fee / account holder | $295 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |