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 | $94,771 | $150,440-37.0% | $136,294-30.5% | $147,584-35.8% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 18.45% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,576 | $5,256-12.9% | $4,695-2.5% | $4,876-6.2% |
| Participant deferral / active EE | $8,904 | $6,630+34.3% | $6,247+42.5% | $5,439+63.7% |
| Admin fee / account holder | $39 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |