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 | $72,873 | $202,318-64.0% | $172,739-57.8% | $152,861-52.3% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 20.73% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,965 | $5,856-66.4% | $5,143-61.8% | $4,762-58.7% |
| Participant deferral / active EE | $6,338 | $5,948+6.6% | $5,198+22.0% | $5,850+8.3% |
| Admin fee / account holder | $60 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |