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 | $57,523 | $150,440-61.8% | $136,294-57.8% | $147,584-61.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.28% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $5,436 | $5,256+3.4% | $4,695+15.8% | $4,876+11.5% |
| Participant deferral / active EE | $6,227 | $6,630-6.1% | $6,247-0.3% | $5,439+14.5% |
| Admin fee / account holder | $100 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |