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 | $49,632 | $150,440-67.0% | $136,294-63.6% | $147,584-66.4% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 18.80% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,130 | $5,256-40.5% | $4,695-33.3% | $4,876-35.8% |
| Participant deferral / active EE | $6,045 | $6,630-8.8% | $6,247-3.2% | $5,439+11.1% |
| Admin fee / account holder | $26 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |