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 | $37,739 | $150,440-74.9% | $136,294-72.3% | $147,584-74.4% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 20.04% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,900 | $5,256-6.8% | $4,695+4.4% | $4,876+0.5% |
| Participant deferral / active EE | $6,705 | $6,630+1.1% | $6,247+7.3% | $5,439+23.3% |
| Admin fee / account holder | $191 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |