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 | $70,893 | $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 | 13.01% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,054 | $5,256-41.9% | $4,695-35.0% | $4,876-37.4% |
| Participant deferral / active EE | $3,007 | $6,630-54.6% | $6,247-51.9% | $5,439-44.7% |
| Admin fee / account holder | $196 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |