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 | $70,892 | $150,440-52.9% | $136,294-48.0% | $147,584-52.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.69% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $4,998 | $5,256-4.9% | $4,695+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $7,417 | $6,630+11.9% | $6,247+18.7% | $5,439+36.4% |
| Admin fee / account holder | $49 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |