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 | $48,372 | $185,200-73.9% | $142,863-66.1% | $167,490-71.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 37.62% | 8555.70%-8518.1pp | 5637.54%-5599.9pp | 478.56%-440.9pp |
| Employer contribution / active EE | $1,077 | $5,604-80.8% | $4,144-74.0% | $4,837-77.7% |
| Participant deferral / active EE | $3,949 | $4,494-12.1% | $3,837+2.9% | $6,341-37.7% |
| Admin fee / account holder | $129 | $8,031-98.4% | $6,560-98.0% | $12,309-98.9% |