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 | $55,551 | $150,440-63.1% | $136,294-59.2% | $147,584-62.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 235.44% | 1049.08%-813.6pp | 5155.94%-4920.5pp | 578.55%-343.1pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,695+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $12,790 | $6,630+92.9% | $6,247+104.7% | $5,439+135.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |