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 | $62,556 | $202,318-69.1% | $172,739-63.8% | $152,861-59.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.04% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,175 | $5,856-62.9% | $5,143-57.7% | $4,762-54.3% |
| Participant deferral / active EE | $6,594 | $5,948+10.9% | $5,198+26.9% | $5,850+12.7% |
| Admin fee / account holder | $68 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |