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 | $44,344 | $150,440-70.5% | $136,294-67.5% | $147,584-70.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.49% | 1049.08%-1020.6pp | 5155.94%-5127.4pp | 578.55%-550.1pp |
| Employer contribution / active EE | $3,529 | $5,256-32.9% | $4,695-24.8% | $4,876-27.6% |
| Participant deferral / active EE | $10,340 | $6,630+55.9% | $6,247+65.5% | $5,439+90.1% |
| Admin fee / account holder | $135 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |