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 | $112,861 | $150,440-25.0% | $136,294-17.2% | $147,584-23.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.63% | 1049.08%-1037.5pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $9,507 | $5,256+80.9% | $4,695+102.5% | $4,876+95.0% |
| Participant deferral / active EE | $5,812 | $6,630-12.3% | $6,247-7.0% | $5,439+6.9% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |