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 | $32,141 | $150,440-78.6% | $136,294-76.4% | $147,584-78.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.83% | 1049.08%-1026.3pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $6,337 | $5,256+20.6% | $4,695+35.0% | $4,876+30.0% |
| Participant deferral / active EE | $9,989 | $6,630+50.7% | $6,247+59.9% | $5,439+83.7% |
| Admin fee / account holder | $253 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |