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 | $39,888 | $150,440-73.5% | $136,294-70.7% | $147,584-73.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 20.96% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,513 | $5,256-52.2% | $4,695-46.5% | $4,876-48.5% |
| Participant deferral / active EE | $6,252 | $6,630-5.7% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $43 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |