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 | $75,210 | $171,865-56.2% | $149,718-49.8% | $147,584-49.0% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 24.68% | 2113.22%-2088.5pp | 1501.63%-1476.9pp | 578.55%-553.9pp |
| Employer contribution / active EE | $12,018 | $6,275+91.5% | $5,445+120.7% | $4,876+146.5% |
| Participant deferral / active EE | $12,049 | $7,271+65.7% | $6,569+83.4% | $5,439+121.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |