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 | $31,222 | $150,440-79.2% | $136,294-77.1% | $147,584-78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.51% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,562 | $5,256-13.2% | $4,695-2.9% | $4,876-6.5% |
| Participant deferral / active EE | $4,067 | $6,630-38.7% | $6,247-34.9% | $5,439-25.2% |
| Admin fee / account holder | $238 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |