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 | $245,901 | $150,440+63.5% | $136,294+80.4% | $147,584+66.6% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 19.16% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,801 | $5,256-8.7% | $4,695+2.2% | $4,876-1.6% |
| Participant deferral / active EE | $6,565 | $6,630-1.0% | $6,247+5.1% | $5,439+20.7% |
| Admin fee / account holder | $54 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |