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 5-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 | $64,430 | $72,400-11.0% | $67,502-4.6% | $145,922-55.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 13.97% | 7182.46%-7168.5pp | 3512.12%-3498.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,845 | $3,069-7.3% | $2,731+4.2% | $4,660-39.0% |
| Participant deferral / active EE | $4,989 | $4,783+4.3% | $4,000+24.7% | $6,688-25.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |