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 | $84,345 | $150,440-43.9% | $136,294-38.1% | $147,584-42.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.14% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,985 | $5,256-62.2% | $4,695-57.7% | $4,876-59.3% |
| Participant deferral / active EE | $4,224 | $6,630-36.3% | $6,247-32.4% | $5,439-22.3% |
| Admin fee / account holder | $299 | $10,905-97.3% | $9,243-96.8% | $10,885-97.2% |