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 | $55,963 | $150,440-62.8% | $136,294-58.9% | $147,584-62.1% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 33.16% | 1049.08%-1015.9pp | 5155.94%-5122.8pp | 578.55%-545.4pp |
| Employer contribution / active EE | $7,950 | $5,256+51.3% | $4,695+69.3% | $4,876+63.0% |
| Participant deferral / active EE | $10,548 | $6,630+59.1% | $6,247+68.8% | $5,439+93.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |