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 | $98,351 | $150,440-34.6% | $136,294-27.8% | $147,584-33.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 193.95% | 1049.08%-855.1pp | 5155.94%-4962.0pp | 578.55%-384.6pp |
| Employer contribution / active EE | $3,229 | $5,256-38.6% | $4,695-31.2% | $4,876-33.8% |
| Participant deferral / active EE | $7,589 | $6,630+14.5% | $6,247+21.5% | $5,439+39.5% |
| Admin fee / account holder | $210 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |