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 | $99,568 | $150,440-33.8% | $136,294-26.9% | $147,584-32.5% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 18.61% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,923 | $5,256-44.4% | $4,695-37.7% | $4,876-40.1% |
| Participant deferral / active EE | $7,909 | $6,630+19.3% | $6,247+26.6% | $5,439+45.4% |
| Admin fee / account holder | $295 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |