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 | $47,610 | $150,440-68.4% | $136,294-65.1% | $147,584-67.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 24.07% | 1049.08%-1025.0pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $3,884 | $5,256-26.1% | $4,695-17.3% | $4,876-20.4% |
| Participant deferral / active EE | $8,149 | $6,630+22.9% | $6,247+30.4% | $5,439+49.8% |
| Admin fee / account holder | $65 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |