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 | $58,283 | $232,540-74.9% | $185,117-68.5% | $147,584-60.5% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 6434.90% | 43.03%+6391.9pp | 40.50%+6394.4pp | 578.55%+5856.4pp |
| Employer contribution / active EE | $2,164 | $5,195-58.3% | $4,182-48.2% | $4,876-55.6% |
| Participant deferral / active EE | $4,009 | $5,834-31.3% | $5,045-20.5% | $5,439-26.3% |
| Admin fee / account holder | $31 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |