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 | $55,180 | $150,440-63.3% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.40% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,095 | $5,256-60.1% | $4,695-55.4% | $4,876-57.0% |
| Participant deferral / active EE | $6,627 | $6,630-0.1% | $6,247+6.1% | $5,439+21.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |