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 | $75,648 | $150,440-49.7% | $136,294-44.5% | $147,584-48.7% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 20.08% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,903 | $5,256-25.7% | $4,695-16.9% | $4,876-20.0% |
| Participant deferral / active EE | $7,664 | $6,630+15.6% | $6,247+22.7% | $5,439+40.9% |
| Admin fee / account holder | $289 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |