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 9-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 | $35,201 | $150,440-76.6% | $136,294-74.2% | $147,584-76.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 163.24% | 1049.08%-885.8pp | 5155.94%-4992.7pp | 578.55%-415.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,250 | $6,630+54.6% | $6,247+64.1% | $5,439+88.5% |
| Admin fee / account holder | $151 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |