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 | $69,984 | $150,440-53.5% | $136,294-48.7% | $147,584-52.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,029 | $5,256-42.4% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $5,211 | $6,630-21.4% | $6,247-16.6% | $5,439-4.2% |
| Admin fee / account holder | $276 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |