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 | $24,187 | $150,440-83.9% | $136,294-82.3% | $147,584-83.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.27% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $3,932 | $5,256-25.2% | $4,695-16.3% | $4,876-19.4% |
| Participant deferral / active EE | $6,979 | $6,630+5.3% | $6,247+11.7% | $5,439+28.3% |
| Admin fee / account holder | $235 | $10,905-97.8% | $9,243-97.5% | $10,885-97.8% |