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 | $49,334 | $150,440-67.2% | $136,294-63.8% | $147,584-66.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 38.22% | 1049.08%-1010.9pp | 5155.94%-5117.7pp | 578.55%-540.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,908 | $6,630+49.4% | $6,247+58.6% | $5,439+82.2% |
| Admin fee / account holder | $11 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |