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 | $41,509 | $150,440-72.4% | $136,294-69.5% | $147,584-71.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.62% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,542 | $5,256-32.6% | $4,695-24.6% | $4,876-27.4% |
| Participant deferral / active EE | $6,553 | $6,630-1.2% | $6,247+4.9% | $5,439+20.5% |
| Admin fee / account holder | $199 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |