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 | $78,040 | $150,440-48.1% | $136,294-42.7% | $147,584-47.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.78% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,198 | $5,256-39.2% | $4,695-31.9% | $4,876-34.4% |
| Participant deferral / active EE | $11,188 | $6,630+68.7% | $6,247+79.1% | $5,439+105.7% |
| Admin fee / account holder | $240 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |