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 | $97,593 | $150,440-35.1% | $136,294-28.4% | $147,584-33.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.21% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $7,770 | $5,256+47.8% | $4,695+65.5% | $4,876+59.3% |
| Participant deferral / active EE | $4,807 | $6,630-27.5% | $6,247-23.0% | $5,439-11.6% |
| Admin fee / account holder | $276 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |