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 | $119,625 | $150,440-20.5% | $136,294-12.2% | $147,584-18.9% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 16.37% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,015 | $5,256-42.6% | $4,695-35.8% | $4,876-38.2% |
| Participant deferral / active EE | $6,642 | $6,630+0.2% | $6,247+6.3% | $5,439+22.1% |
| Admin fee / account holder | $269 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |