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 | $87,537 | $150,440-41.8% | $136,294-35.8% | $147,584-40.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.37% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,330 | $5,256-36.6% | $4,695-29.1% | $4,876-31.7% |
| Participant deferral / active EE | $6,898 | $6,630+4.0% | $6,247+10.4% | $5,439+26.8% |
| Admin fee / account holder | $38 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |