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 | $50,060 | $150,440-66.7% | $136,294-63.3% | $147,584-66.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 247.30% | 1049.08%-801.8pp | 5155.94%-4908.6pp | 578.55%-331.3pp |
| Employer contribution / active EE | $1,541 | $5,256-70.7% | $4,695-67.2% | $4,876-68.4% |
| Participant deferral / active EE | $8,032 | $6,630+21.1% | $6,247+28.6% | $5,439+47.7% |
| Admin fee / account holder | $226 | $10,905-97.9% | $9,243-97.6% | $10,885-97.9% |