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 | $31,550 | $150,440-79.0% | $136,294-76.9% | $147,584-78.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 13.90% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,054 | $5,256-22.9% | $4,695-13.7% | $4,876-16.9% |
| Participant deferral / active EE | $5,876 | $6,630-11.4% | $6,247-5.9% | $5,439+8.0% |
| Admin fee / account holder | $244 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |