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 | $40,561 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.00% | 1049.08%-1025.1pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $8,208 | $5,256+56.2% | $4,695+74.8% | $4,876+68.3% |
| Participant deferral / active EE | $8,325 | $6,630+25.6% | $6,247+33.3% | $5,439+53.1% |
| Admin fee / account holder | $116 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |