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 | $55,357 | $150,440-63.2% | $136,294-59.4% | $147,584-62.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.33% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $6,739 | $5,256+28.2% | $4,695+43.5% | $4,876+38.2% |
| Participant deferral / active EE | $26,524 | $6,630+300.0% | $6,247+324.6% | $5,439+387.7% |
| Admin fee / account holder | $171 | $10,905-98.4% | $9,243-98.2% | $10,885-98.4% |