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 | $54,403 | $150,440-63.8% | $136,294-60.1% | $147,584-63.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.04% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,754 | $5,256-28.6% | $4,695-20.1% | $4,876-23.0% |
| Participant deferral / active EE | $5,632 | $6,630-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $65 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |