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 | $95,883 | $150,440-36.3% | $136,294-29.6% | $147,584-35.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.16% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $11,760 | $5,256+123.7% | $4,695+150.5% | $4,876+141.2% |
| Participant deferral / active EE | $7,005 | $6,630+5.7% | $6,247+12.1% | $5,439+28.8% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |