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 | $62,135 | $150,440-58.7% | $136,294-54.4% | $147,584-57.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 364.99% | 1049.08%-684.1pp | 5155.94%-4790.9pp | 578.55%-213.6pp |
| Employer contribution / active EE | $3,784 | $5,256-28.0% | $4,695-19.4% | $4,876-22.4% |
| Participant deferral / active EE | $11,628 | $6,630+75.4% | $6,247+86.1% | $5,439+113.8% |
| Admin fee / account holder | $72 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |