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 | $73,851 | $150,440-50.9% | $136,294-45.8% | $147,584-50.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.72% | 1049.08%-1037.4pp | 5155.94%-5144.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,408 | $5,256-73.2% | $4,695-70.0% | $4,876-71.1% |
| Participant deferral / active EE | $2,732 | $6,630-58.8% | $6,247-56.3% | $5,439-49.8% |
| Admin fee / account holder | $67 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |