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 | $154,189 | $81,625+88.9% | $58,482+163.7% | $139,434+10.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.31% | 7404.20%-7384.9pp | 4239.32%-4220.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $23,225 | $1,398+1561.0% | $1,053+2105.0% | $4,751+388.9% |
| Participant deferral / active EE | $18,600 | $2,557+627.5% | $1,924+866.8% | $6,710+177.2% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |