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 | $35,736 | $150,440-76.2% | $136,294-73.8% | $147,584-75.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 36.69% | 1049.08%-1012.4pp | 5155.94%-5119.2pp | 578.55%-541.9pp |
| Employer contribution / active EE | $3,022 | $5,256-42.5% | $4,695-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $6,518 | $6,630-1.7% | $6,247+4.3% | $5,439+19.8% |
| Admin fee / account holder | $240 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |