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 | $44,285 | $150,440-70.6% | $136,294-67.5% | $147,584-70.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.00% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,188 | $5,256-58.4% | $4,695-53.4% | $4,876-55.1% |
| Participant deferral / active EE | $4,356 | $6,630-34.3% | $6,247-30.3% | $5,439-19.9% |
| Admin fee / account holder | $286 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |