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 | $31,343 | $150,440-79.2% | $136,294-77.0% | $147,584-78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.43% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,451 | $5,256-53.4% | $4,695-47.8% | $4,876-49.7% |
| Participant deferral / active EE | $8,042 | $6,630+21.3% | $6,247+28.7% | $5,439+47.9% |
| Admin fee / account holder | $64 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |