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 | $58,053 | $150,440-61.4% | $136,294-57.4% | $147,584-60.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.82% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,623 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $3,716 | $6,630-44.0% | $6,247-40.5% | $5,439-31.7% |
| Admin fee / account holder | $106 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |