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 | $48,558 | $150,440-67.7% | $136,294-64.4% | $147,584-67.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 154.71% | 1049.08%-894.4pp | 5155.94%-5001.2pp | 578.55%-423.8pp |
| Employer contribution / active EE | $3,518 | $5,256-33.1% | $4,695-25.1% | $4,876-27.9% |
| Participant deferral / active EE | $8,110 | $6,630+22.3% | $6,247+29.8% | $5,439+49.1% |
| Admin fee / account holder | $178 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |