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 | $53,130 | $202,318-73.7% | $172,739-69.2% | $152,861-65.2% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 134.43% | 1029.65%-895.2pp | 802.84%-668.4pp | 345.32%-210.9pp |
| Employer contribution / active EE | $6,010 | $5,856+2.6% | $5,143+16.9% | $4,762+26.2% |
| Participant deferral / active EE | $5,472 | $5,948-8.0% | $5,198+5.3% | $5,850-6.5% |
| Admin fee / account holder | $78 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |