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 | $69,244 | $150,440-54.0% | $136,294-49.2% | $147,584-53.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.12% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $6,955 | $5,256+32.3% | $4,695+48.1% | $4,876+42.6% |
| Participant deferral / active EE | $2,316 | $6,630-65.1% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $36 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |