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 | $29,972 | $150,440-80.1% | $136,294-78.0% | $147,584-79.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.84% | 1049.08%-1027.2pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,801 | $5,256-65.7% | $4,695-61.6% | $4,876-63.1% |
| Participant deferral / active EE | $4,457 | $6,630-32.8% | $6,247-28.7% | $5,439-18.1% |
| Admin fee / account holder | $146 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |