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 | $55,710 | $150,440-63.0% | $136,294-59.1% | $147,584-62.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.63% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,181 | $5,256-58.5% | $4,695-53.5% | $4,876-55.3% |
| Participant deferral / active EE | $3,102 | $6,630-53.2% | $6,247-50.4% | $5,439-43.0% |
| Admin fee / account holder | $96 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |