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 | $34,543 | $150,440-77.0% | $136,294-74.7% | $147,584-76.6% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 19.04% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,142 | $5,256-40.2% | $4,695-33.1% | $4,876-35.6% |
| Participant deferral / active EE | $6,896 | $6,630+4.0% | $6,247+10.4% | $5,439+26.8% |
| Admin fee / account holder | $210 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |