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 | $95,825 | $202,318-52.6% | $172,739-44.5% | $152,861-37.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 13.91% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,841 | $5,856-68.6% | $5,143-64.2% | $4,762-61.3% |
| Participant deferral / active EE | $5,231 | $5,948-12.1% | $5,198+0.6% | $5,850-10.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |