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 | $88,463 | $150,440-41.2% | $136,294-35.1% | $147,584-40.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.74% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $10,135 | $5,256+92.8% | $4,695+115.9% | $4,876+107.8% |
| Participant deferral / active EE | $9,254 | $6,630+39.6% | $6,247+48.1% | $5,439+70.2% |
| Admin fee / account holder | $213 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |