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 | $93,121 | $150,440-38.1% | $136,294-31.7% | $147,584-36.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.43% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,313 | $5,256-75.0% | $4,695-72.0% | $4,876-73.1% |
| Participant deferral / active EE | $4,565 | $6,630-31.2% | $6,247-26.9% | $5,439-16.1% |
| Admin fee / account holder | $79 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |