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 | $124,341 | $150,440-17.3% | $136,294-8.8% | $147,584-15.7% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 20.47% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,606 | $5,256-69.4% | $4,695-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $5,862 | $6,630-11.6% | $6,247-6.2% | $5,439+7.8% |
| Admin fee / account holder | $72 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |