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 | $32,278 | $150,440-78.5% | $136,294-76.3% | $147,584-78.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 395.69% | 1049.08%-653.4pp | 5155.94%-4760.3pp | 578.55%-182.9pp |
| Employer contribution / active EE | $1,989 | $5,256-62.2% | $4,695-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $5,966 | $6,630-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $81 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |