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 9-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 | $29,400 | $150,440-80.5% | $136,294-78.4% | $147,584-80.1% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 30.11% | 1049.08%-1019.0pp | 5155.94%-5125.8pp | 578.55%-548.4pp |
| Employer contribution / active EE | $1,959 | $5,256-62.7% | $4,695-58.3% | $4,876-59.8% |
| Participant deferral / active EE | $5,609 | $6,630-15.4% | $6,247-10.2% | $5,439+3.1% |
| Admin fee / account holder | $68 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |