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 | $37,668 | $150,440-75.0% | $136,294-72.4% | $147,584-74.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 16.98% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,935 | $5,256-63.2% | $4,695-58.8% | $4,876-60.3% |
| Participant deferral / active EE | $5,588 | $6,630-15.7% | $6,247-10.5% | $5,439+2.8% |
| Admin fee / account holder | $155 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |