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 | $48,321 | $150,440-67.9% | $136,294-64.5% | $147,584-67.3% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 775.60% | 1049.08%-273.5pp | 5155.94%-4380.3pp | 578.55%+197.1pp |
| Employer contribution / active EE | $1,860 | $5,256-64.6% | $4,695-60.4% | $4,876-61.9% |
| Participant deferral / active EE | $4,404 | $6,630-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $164 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |