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 | $59,802 | $150,440-60.2% | $136,294-56.1% | $147,584-59.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.94% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,842 | $5,256-65.0% | $4,695-60.8% | $4,876-62.2% |
| Participant deferral / active EE | $10,133 | $6,630+52.8% | $6,247+62.2% | $5,439+86.3% |
| Admin fee / account holder | $188 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |