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 | $79,320 | $150,440-47.3% | $136,294-41.8% | $147,584-46.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.06% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $12,073 | $5,256+129.7% | $4,695+157.1% | $4,876+147.6% |
| Participant deferral / active EE | $5,972 | $6,630-9.9% | $6,247-4.4% | $5,439+9.8% |
| Admin fee / account holder | $216 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |