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 | $71,286 | $202,318-64.8% | $172,739-58.7% | $152,861-53.4% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 19.90% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,703 | $5,856-53.9% | $5,143-47.5% | $4,762-43.3% |
| Participant deferral / active EE | $5,259 | $5,948-11.6% | $5,198+1.2% | $5,850-10.1% |
| Admin fee / account holder | $210 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |