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 | $68,555 | $150,440-54.4% | $136,294-49.7% | $147,584-53.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.23% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $13,006 | $5,256+147.5% | $4,695+177.0% | $4,876+166.7% |
| Participant deferral / active EE | $15,618 | $6,630+135.5% | $6,247+150.0% | $5,439+187.2% |
| Admin fee / account holder | $153 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |