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 | $40,724 | $150,440-72.9% | $136,294-70.1% | $147,584-72.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.17% | 1049.08%-1026.9pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,375 | $5,256-54.8% | $4,695-49.4% | $4,876-51.3% |
| Participant deferral / active EE | $14,302 | $6,630+115.7% | $6,247+128.9% | $5,439+163.0% |
| Admin fee / account holder | $85 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |