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 | $43,618 | $131,829-66.9% | $108,579-59.8% | $273,961-84.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1504.73% | -91.57%+1596.3pp | -51.70%+1556.4pp | 41.45%+1463.3pp |
| Employer contribution / active EE | $9,875 | $4,912+101.0% | $3,758+162.7% | $4,869+102.8% |
| Participant deferral / active EE | $4,815 | $5,127-6.1% | $4,311+11.7% | $5,287-8.9% |
| Admin fee / account holder | $100 | $10,252-99.0% | $7,645-98.7% | $10,132-99.0% |