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 | $118,154 | $150,440-21.5% | $136,294-13.3% | $147,584-19.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.00% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $6,691 | $5,256+27.3% | $4,695+42.5% | $4,876+37.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $50 | $10,905-99.5% | $9,243-99.5% | $10,885-99.5% |