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 | $26,843 | $150,440-82.2% | $136,294-80.3% | $147,584-81.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.09% | 1049.08%-1037.0pp | 5155.94%-5143.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $7,472 | $5,256+42.2% | $4,695+59.1% | $4,876+53.2% |
| Participant deferral / active EE | $6,058 | $6,630-8.6% | $6,247-3.0% | $5,439+11.4% |
| Admin fee / account holder | $55 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |