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 | $64,810 | $150,440-56.9% | $136,294-52.4% | $147,584-56.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.06% | 1049.08%-1037.0pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $3,407 | $5,256-35.2% | $4,695-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $4,271 | $6,630-35.6% | $6,247-31.6% | $5,439-21.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |