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 | $37,518 | $150,440-75.1% | $136,294-72.5% | $147,584-74.6% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.64% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,467 | $5,256-72.1% | $4,695-68.8% | $4,876-69.9% |
| Participant deferral / active EE | $4,942 | $6,630-25.5% | $6,247-20.9% | $5,439-9.1% |
| Admin fee / account holder | $77 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |