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 | $31,679 | $150,440-78.9% | $136,294-76.8% | $147,584-78.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.98% | 1049.08%-1026.1pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,250 | $5,256-57.2% | $4,695-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $8,484 | $6,630+28.0% | $6,247+35.8% | $5,439+56.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |