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 | $27,011 | $150,440-82.0% | $136,294-80.2% | $147,584-81.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 185.88% | 1049.08%-863.2pp | 5155.94%-4970.1pp | 578.55%-392.7pp |
| Employer contribution / active EE | $1,992 | $5,256-62.1% | $4,695-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $4,275 | $6,630-35.5% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $232 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |