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 | $84,852 | $202,318-58.1% | $172,739-50.9% | $152,861-44.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 28.49% | 1029.65%-1001.2pp | 802.84%-774.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,946 | $5,856-66.8% | $5,143-62.2% | $4,762-59.1% |
| Participant deferral / active EE | $3,346 | $5,948-43.7% | $5,198-35.6% | $5,850-42.8% |
| Admin fee / account holder | $300 | $17,109-98.2% | $13,954-97.9% | $11,596-97.4% |