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 | $37,037 | $150,440-75.4% | $136,294-72.8% | $147,584-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 87.14% | 1049.08%-961.9pp | 5155.94%-5068.8pp | 578.55%-491.4pp |
| Employer contribution / active EE | $1,019 | $5,256-80.6% | $4,695-78.3% | $4,876-79.1% |
| Participant deferral / active EE | $5,978 | $6,630-9.8% | $6,247-4.3% | $5,439+9.9% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |