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 | $53,210 | $150,440-64.6% | $136,294-61.0% | $147,584-63.9% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 10.55% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,581 | $5,256-69.9% | $4,695-66.3% | $4,876-67.6% |
| Participant deferral / active EE | $4,339 | $6,630-34.6% | $6,247-30.5% | $5,439-20.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |