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 | $59,172 | $150,440-60.7% | $136,294-56.6% | $147,584-59.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.70% | 1049.08%-1024.4pp | 5155.94%-5131.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,307 | $5,256-56.1% | $4,695-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $5,304 | $6,630-20.0% | $6,247-15.1% | $5,439-2.5% |
| Admin fee / account holder | $293 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |