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 | $91,628 | $150,440-39.1% | $136,294-32.8% | $147,584-37.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $4,113 | $5,256-21.7% | $4,695-12.4% | $4,876-15.7% |
| Participant deferral / active EE | $9,076 | $6,630+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $96 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |