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 | $71,517 | $150,440-52.5% | $136,294-47.5% | $147,584-51.5% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 22.66% | 1049.08%-1026.4pp | 5155.94%-5133.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,662 | $5,256-49.4% | $4,695-43.3% | $4,876-45.4% |
| Participant deferral / active EE | $12,927 | $6,630+95.0% | $6,247+106.9% | $5,439+137.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |