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 | $29,742 | $150,440-80.2% | $136,294-78.2% | $147,584-79.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.98% | 1049.08%-1024.1pp | 5155.94%-5131.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $3,555 | $5,256-32.4% | $4,695-24.3% | $4,876-27.1% |
| Participant deferral / active EE | $9,645 | $6,630+45.5% | $6,247+54.4% | $5,439+77.3% |
| Admin fee / account holder | $222 | $10,905-98.0% | $9,243-97.6% | $10,885-98.0% |