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 | $70,491 | $150,440-53.1% | $136,294-48.3% | $147,584-52.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.67% | 1049.08%-1027.4pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $22,500 | $5,256+328.1% | $4,695+379.2% | $4,876+361.4% |
| Participant deferral / active EE | $10,125 | $6,630+52.7% | $6,247+62.1% | $5,439+86.2% |
| Admin fee / account holder | $177 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |