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 | $38,775 | $99,020-60.8% | $86,590-55.2% | $147,584-73.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 157.74% | 1312.34%-1154.6pp | 964.84%-807.1pp | 578.55%-420.8pp |
| Employer contribution / active EE | $1,112 | $3,132-64.5% | $2,839-60.9% | $4,876-77.2% |
| Participant deferral / active EE | $1,990 | $3,972-49.9% | $3,609-44.9% | $5,439-63.4% |
| Admin fee / account holder | $1 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |