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 | $108,114 | $150,440-28.1% | $136,294-20.7% | $147,584-26.7% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 17.11% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,754 | $5,256-47.6% | $4,695-41.4% | $4,876-43.5% |
| Participant deferral / active EE | $5,819 | $6,630-12.2% | $6,247-6.9% | $5,439+7.0% |
| Admin fee / account holder | $263 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |