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 9-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 | $38,827 | $150,440-74.2% | $136,294-71.5% | $147,584-73.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.42% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,033 | $5,256-80.4% | $4,695-78.0% | $4,876-78.8% |
| Participant deferral / active EE | $6,694 | $6,630+1.0% | $6,247+7.2% | $5,439+23.1% |
| Admin fee / account holder | $201 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |