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 | $62,748 | $150,440-58.3% | $136,294-54.0% | $147,584-57.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.26% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,130 | $5,256-21.4% | $4,695-12.0% | $4,876-15.3% |
| Participant deferral / active EE | $2,279 | $6,630-65.6% | $6,247-63.5% | $5,439-58.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |