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 | $69,123 | $150,440-54.1% | $136,294-49.3% | $147,584-53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.98% | 1049.08%-1021.1pp | 5155.94%-5128.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $7,250 | $5,256+37.9% | $4,695+54.4% | $4,876+48.7% |
| Participant deferral / active EE | $14,859 | $6,630+124.1% | $6,247+137.9% | $5,439+173.2% |
| Admin fee / account holder | $168 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |