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 | $33,440 | $150,440-77.8% | $136,294-75.5% | $147,584-77.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.30% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $8,553 | $5,256+62.7% | $4,695+82.1% | $4,876+75.4% |
| Participant deferral / active EE | $3,328 | $6,630-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $114 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |