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 6-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 | $77,473 | $217,402-64.4% | $185,823-58.3% | $167,490-53.7% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 3899.05% | 148.36%+3750.7pp | 122.05%+3777.0pp | 478.56%+3420.5pp |
| Employer contribution / active EE | $1,569 | $5,873-73.3% | $5,167-69.6% | $4,837-67.6% |
| Participant deferral / active EE | $2,405 | $6,356-62.2% | $5,568-56.8% | $6,341-62.1% |
| Admin fee / account holder | $257 | $19,811-98.7% | $16,237-98.4% | $12,309-97.9% |