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 | $49,961 | $150,440-66.8% | $136,294-63.3% | $147,584-66.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.55% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $3,398 | $5,256-35.4% | $4,695-27.6% | $4,876-30.3% |
| Participant deferral / active EE | $10,824 | $6,630+63.3% | $6,247+73.3% | $5,439+99.0% |
| Admin fee / account holder | $239 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |