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 | $45,674 | $150,440-69.6% | $136,294-66.5% | $147,584-69.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.94% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,693 | $5,256-29.7% | $4,695-21.3% | $4,876-24.3% |
| Participant deferral / active EE | $7,210 | $6,630+8.7% | $6,247+15.4% | $5,439+32.6% |
| Admin fee / account holder | $190 | $10,905-98.3% | $9,243-97.9% | $10,885-98.3% |