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 | $40,721 | $150,440-72.9% | $136,294-70.1% | $147,584-72.4% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 15.63% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,059 | $5,256-79.9% | $4,695-77.4% | $4,876-78.3% |
| Participant deferral / active EE | $3,165 | $6,630-52.3% | $6,247-49.3% | $5,439-41.8% |
| Admin fee / account holder | $90 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |