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 | $30,526 | $150,440-79.7% | $136,294-77.6% | $147,584-79.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 60.27% | 1049.08%-988.8pp | 5155.94%-5095.7pp | 578.55%-518.3pp |
| Employer contribution / active EE | $1,336 | $5,256-74.6% | $4,695-71.6% | $4,876-72.6% |
| Participant deferral / active EE | $6,981 | $6,630+5.3% | $6,247+11.8% | $5,439+28.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |