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 | $61,713 | $150,440-59.0% | $136,294-54.7% | $147,584-58.2% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 18.50% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,039 | $5,256-61.2% | $4,695-56.6% | $4,876-58.2% |
| Participant deferral / active EE | $5,324 | $6,630-19.7% | $6,247-14.8% | $5,439-2.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |