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 | $56,466 | $150,440-62.5% | $136,294-58.6% | $147,584-61.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 27.73% | 1049.08%-1021.4pp | 5155.94%-5128.2pp | 578.55%-550.8pp |
| Employer contribution / active EE | $12,460 | $5,256+137.1% | $4,695+165.4% | $4,876+155.5% |
| Participant deferral / active EE | $11,443 | $6,630+72.6% | $6,247+83.2% | $5,439+110.4% |
| Admin fee / account holder | $32 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |