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 | $31,337 | $150,440-79.2% | $136,294-77.0% | $147,584-78.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.61% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $4,300 | $5,256-18.2% | $4,695-8.4% | $4,876-11.8% |
| Participant deferral / active EE | $7,725 | $6,630+16.5% | $6,247+23.7% | $5,439+42.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |