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 5-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 | $132,438 | $129,942+1.9% | $104,294+27.0% | $134,475-1.5% |
| Participation rate | 94.7% | 79.5%+15.2pp | 73.3%+21.5pp | 81.2%+13.5pp |
| Annual return | 6415.09% | 42.03%+6373.1pp | 24.61%+6390.5pp | 417.96%+5997.1pp |
| Employer contribution / active EE | $866 | $4,184-79.3% | $3,372-74.3% | $4,740-81.7% |
| Participant deferral / active EE | $2,021 | $5,588-63.8% | $4,625-56.3% | $6,400-68.4% |
| Admin fee / account holder | $72 | $9,323-99.2% | $7,339-99.0% | $11,426-99.4% |