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 | $30,243 | $150,440-79.9% | $136,294-77.8% | $147,584-79.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 24.70% | 1049.08%-1024.4pp | 5155.94%-5131.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $3,249 | $5,256-38.2% | $4,695-30.8% | $4,876-33.4% |
| Participant deferral / active EE | $5,206 | $6,630-21.5% | $6,247-16.7% | $5,439-4.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |