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 | $45,893 | $150,440-69.5% | $136,294-66.3% | $147,584-68.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.98% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,065 | $5,256-60.7% | $4,695-56.0% | $4,876-57.7% |
| Participant deferral / active EE | $4,363 | $6,630-34.2% | $6,247-30.2% | $5,439-19.8% |
| Admin fee / account holder | $95 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |