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 | $60,970 | $150,440-59.5% | $136,294-55.3% | $147,584-58.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 25.92% | 1049.08%-1023.2pp | 5155.94%-5130.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $5,891 | $5,256+12.1% | $4,695+25.5% | $4,876+20.8% |
| Participant deferral / active EE | $13,444 | $6,630+102.8% | $6,247+115.2% | $5,439+147.2% |
| Admin fee / account holder | $65 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |