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 | $106,189 | $150,440-29.4% | $136,294-22.1% | $147,584-28.0% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 20.91% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,663 | $5,256-49.3% | $4,695-43.3% | $4,876-45.4% |
| Participant deferral / active EE | $6,098 | $6,630-8.0% | $6,247-2.4% | $5,439+12.1% |
| Admin fee / account holder | $28 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |