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 | $27,070 | $150,440-82.0% | $136,294-80.1% | $147,584-81.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 35.14% | 1049.08%-1013.9pp | 5155.94%-5120.8pp | 578.55%-543.4pp |
| Employer contribution / active EE | $3,968 | $5,256-24.5% | $4,695-15.5% | $4,876-18.6% |
| Participant deferral / active EE | $5,151 | $6,630-22.3% | $6,247-17.5% | $5,439-5.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |