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 | $53,126 | $150,440-64.7% | $136,294-61.0% | $147,584-64.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.10% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,580 | $5,256-50.9% | $4,695-45.0% | $4,876-47.1% |
| Participant deferral / active EE | $11,167 | $6,630+68.4% | $6,247+78.7% | $5,439+105.3% |
| Admin fee / account holder | $279 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |