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 | $41,130 | $150,440-72.7% | $136,294-69.8% | $147,584-72.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.03% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $4,804 | $5,256-8.6% | $4,695+2.3% | $4,876-1.5% |
| Participant deferral / active EE | $10,920 | $6,630+64.7% | $6,247+74.8% | $5,439+100.8% |
| Admin fee / account holder | $274 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |