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 | $119,140 | $171,865-30.7% | $149,718-20.4% | $147,584-19.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 29.86% | 2113.22%-2083.4pp | 1501.63%-1471.8pp | 578.55%-548.7pp |
| Employer contribution / active EE | $2,534 | $6,275-59.6% | $5,445-53.5% | $4,876-48.0% |
| Participant deferral / active EE | $4,660 | $7,271-35.9% | $6,569-29.1% | $5,439-14.3% |
| Admin fee / account holder | $3 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |