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 | $50,548 | $150,440-66.4% | $136,294-62.9% | $147,584-65.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.16% | 1049.08%-1023.9pp | 5155.94%-5130.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $7,071 | $5,256+34.5% | $4,695+50.6% | $4,876+45.0% |
| Participant deferral / active EE | $5,794 | $6,630-12.6% | $6,247-7.3% | $5,439+6.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |