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 | $37,978 | $150,440-74.8% | $136,294-72.1% | $147,584-74.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.14% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,410 | $5,256-54.1% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $3,814 | $6,630-42.5% | $6,247-38.9% | $5,439-29.9% |
| Admin fee / account holder | $167 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |