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 | $28,872 | $150,440-80.8% | $136,294-78.8% | $147,584-80.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.03% | 1049.08%-1026.1pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $3,285 | $5,256-37.5% | $4,695-30.0% | $4,876-32.6% |
| Participant deferral / active EE | $4,235 | $6,630-36.1% | $6,247-32.2% | $5,439-22.1% |
| Admin fee / account holder | $253 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |