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 | $52,955 | $150,440-64.8% | $136,294-61.1% | $147,584-64.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.43% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,893 | $5,256-64.0% | $4,695-59.7% | $4,876-61.2% |
| Participant deferral / active EE | $9,276 | $6,630+39.9% | $6,247+48.5% | $5,439+70.6% |
| Admin fee / account holder | $193 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |