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 | $43,463 | $150,440-71.1% | $136,294-68.1% | $147,584-70.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 44.87% | 1049.08%-1004.2pp | 5155.94%-5111.1pp | 578.55%-533.7pp |
| Employer contribution / active EE | $12,155 | $5,256+131.2% | $4,695+158.9% | $4,876+149.3% |
| Participant deferral / active EE | $18,500 | $6,630+179.0% | $6,247+196.1% | $5,439+240.2% |
| Admin fee / account holder | $189 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |