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 | $97,314 | $150,440-35.3% | $136,294-28.6% | $147,584-34.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.83% | 1049.08%-1024.3pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $26,533 | $5,256+404.8% | $4,695+465.1% | $4,876+444.1% |
| Participant deferral / active EE | $11,300 | $6,630+70.4% | $6,247+80.9% | $5,439+107.8% |
| Admin fee / account holder | $73 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |