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 | $38,908 | $150,440-74.1% | $136,294-71.5% | $147,584-73.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 275.83% | 1049.08%-773.2pp | 5155.94%-4880.1pp | 578.55%-302.7pp |
| Employer contribution / active EE | $4,503 | $5,256-14.3% | $4,695-4.1% | $4,876-7.7% |
| Participant deferral / active EE | $6,586 | $6,630-0.7% | $6,247+5.4% | $5,439+21.1% |
| Admin fee / account holder | $184 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |