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 | $71,899 | $150,440-52.2% | $136,294-47.2% | $147,584-51.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.78% | 1049.08%-1026.3pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $3,310 | $5,256-37.0% | $4,695-29.5% | $4,876-32.1% |
| Participant deferral / active EE | $3,527 | $6,630-46.8% | $6,247-43.5% | $5,439-35.2% |
| Admin fee / account holder | $41 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |