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 | $37,982 | $171,865-77.9% | $149,718-74.6% | $147,584-74.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 29.26% | 2113.22%-2084.0pp | 1501.63%-1472.4pp | 578.55%-549.3pp |
| Employer contribution / active EE | $6,996 | $6,275+11.5% | $5,445+28.5% | $4,876+43.5% |
| Participant deferral / active EE | $16,460 | $7,271+126.4% | $6,569+150.6% | $5,439+202.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |