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 | $96,429 | $171,865-43.9% | $149,718-35.6% | $147,584-34.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 20.41% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,924 | $6,275-53.4% | $5,445-46.3% | $4,876-40.0% |
| Participant deferral / active EE | $8,143 | $7,271+12.0% | $6,569+24.0% | $5,439+49.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |