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 | $51,106 | $150,440-66.0% | $136,294-62.5% | $147,584-65.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 10.93% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,768 | $5,256-47.3% | $4,695-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $9,523 | $6,630+43.6% | $6,247+52.4% | $5,439+75.1% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |