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 | $66,523 | $150,440-55.8% | $136,294-51.2% | $147,584-54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.58% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $4,630 | $5,256-11.9% | $4,695-1.4% | $4,876-5.1% |
| Participant deferral / active EE | $9,040 | $6,630+36.3% | $6,247+44.7% | $5,439+66.2% |
| Admin fee / account holder | $72 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |