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 | $51,033 | $176,662-71.1% | $130,648-60.9% | $152,861-66.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 25.33% | 2692.24%-2666.9pp | 1708.96%-1683.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,157 | $5,742-62.4% | $4,092-47.3% | $4,762-54.7% |
| Participant deferral / active EE | $4,894 | $4,361+12.2% | $3,603+35.8% | $5,850-16.3% |
| Admin fee / account holder | $34 | $7,133-99.5% | $5,464-99.4% | $11,596-99.7% |