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 | $38,630 | $150,440-74.3% | $136,294-71.7% | $147,584-73.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.92% | 1049.08%-1014.2pp | 5155.94%-5121.0pp | 578.55%-543.6pp |
| Employer contribution / active EE | $15,964 | $5,256+203.7% | $4,695+240.0% | $4,876+227.4% |
| Participant deferral / active EE | $7,924 | $6,630+19.5% | $6,247+26.8% | $5,439+45.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |