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 | $46,243 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.32% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,736 | $5,256+66.2% | $4,695+86.1% | $4,876+79.2% |
| Participant deferral / active EE | $7,213 | $6,630+8.8% | $6,247+15.5% | $5,439+32.6% |
| Admin fee / account holder | $148 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |