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 | $111,035 | $150,440-26.2% | $136,294-18.5% | $147,584-24.8% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 19.79% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $4,985 | $5,256-5.2% | $4,695+6.2% | $4,876+2.2% |
| Participant deferral / active EE | $8,833 | $6,630+33.2% | $6,247+41.4% | $5,439+62.4% |
| Admin fee / account holder | $15 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |