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 | $37,330 | $150,440-75.2% | $136,294-72.6% | $147,584-74.7% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 27.36% | 1049.08%-1021.7pp | 5155.94%-5128.6pp | 578.55%-551.2pp |
| Employer contribution / active EE | $5,520 | $5,256+5.0% | $4,695+17.6% | $4,876+13.2% |
| Participant deferral / active EE | $6,998 | $6,630+5.5% | $6,247+12.0% | $5,439+28.7% |
| Admin fee / account holder | $66 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |