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 | $51,426 | $150,440-65.8% | $136,294-62.3% | $147,584-65.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.02% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,600 | $5,256-31.5% | $4,695-23.3% | $4,876-26.2% |
| Participant deferral / active EE | $14,158 | $6,630+113.5% | $6,247+126.6% | $5,439+160.3% |
| Admin fee / account holder | $243 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |