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 | $52,386 | $150,440-65.2% | $136,294-61.6% | $147,584-64.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 25.48% | 1049.08%-1023.6pp | 5155.94%-5130.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $4,949 | $5,256-5.8% | $4,695+5.4% | $4,876+1.5% |
| Participant deferral / active EE | $5,550 | $6,630-16.3% | $6,247-11.2% | $5,439+2.1% |
| Admin fee / account holder | $267 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |