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 | $41,328 | $150,440-72.5% | $136,294-69.7% | $147,584-72.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 20.90% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $4,344 | $5,256-17.4% | $4,695-7.5% | $4,876-10.9% |
| Participant deferral / active EE | $4,794 | $6,630-27.7% | $6,247-23.3% | $5,439-11.9% |
| Admin fee / account holder | $166 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |