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 | $29,108 | $150,440-80.7% | $136,294-78.6% | $147,584-80.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.21% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,383 | $5,256-35.6% | $4,695-28.0% | $4,876-30.6% |
| Participant deferral / active EE | $5,004 | $6,630-24.5% | $6,247-19.9% | $5,439-8.0% |
| Admin fee / account holder | $267 | $10,905-97.6% | $9,243-97.1% | $10,885-97.5% |