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 | $28,556 | $150,440-81.0% | $136,294-79.0% | $147,584-80.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 86.13% | 1049.08%-963.0pp | 5155.94%-5069.8pp | 578.55%-492.4pp |
| Employer contribution / active EE | $2,219 | $5,256-57.8% | $4,695-52.7% | $4,876-54.5% |
| Participant deferral / active EE | $4,127 | $6,630-37.8% | $6,247-33.9% | $5,439-24.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |