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 | $39,691 | $150,440-73.6% | $136,294-70.9% | $147,584-73.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.62% | 1049.08%-1037.5pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $8,791 | $5,256+67.3% | $4,695+87.2% | $4,876+80.3% |
| Participant deferral / active EE | $4,379 | $6,630-34.0% | $6,247-29.9% | $5,439-19.5% |
| Admin fee / account holder | $299 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |