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 | $180,510 | $100,852+79.0% | $90,404+99.7% | $158,922+13.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.79% | 1724.20%-1716.4pp | 1293.02%-1285.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $12,122 | $3,689+228.6% | $3,262+271.6% | $4,761+154.6% |
| Participant deferral / active EE | $5,158 | $4,348+18.6% | $3,963+30.1% | $5,982-13.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |