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 | $44,034 | $150,440-70.7% | $136,294-67.7% | $147,584-70.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 18.05% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $8,842 | $5,256+68.2% | $4,695+88.3% | $4,876+81.3% |
| Participant deferral / active EE | $2,186 | $6,630-67.0% | $6,247-65.0% | $5,439-59.8% |
| Admin fee / account holder | $123 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |