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 | $89,003 | $150,440-40.8% | $136,294-34.7% | $147,584-39.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.79% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $7,798 | $5,256+48.4% | $4,695+66.1% | $4,876+59.9% |
| Participant deferral / active EE | $8,607 | $6,630+29.8% | $6,247+37.8% | $5,439+58.2% |
| Admin fee / account holder | $59 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |