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 | $100,727 | $150,440-33.0% | $136,294-26.1% | $147,584-31.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 12.76% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,528 | $5,256-70.9% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $8,621 | $6,630+30.0% | $6,247+38.0% | $5,439+58.5% |
| Admin fee / account holder | $240 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |