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 9-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 | $34,721 | $150,440-76.9% | $136,294-74.5% | $147,584-76.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.52% | 1049.08%-1016.6pp | 5155.94%-5123.4pp | 578.55%-546.0pp |
| Employer contribution / active EE | $12,680 | $5,256+141.2% | $4,695+170.0% | $4,876+160.0% |
| Participant deferral / active EE | $9,638 | $6,630+45.4% | $6,247+54.3% | $5,439+77.2% |
| Admin fee / account holder | $201 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |