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 | $46,382 | $150,440-69.2% | $136,294-66.0% | $147,584-68.6% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 15.98% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,180 | $5,256-39.5% | $4,695-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $7,191 | $6,630+8.5% | $6,247+15.1% | $5,439+32.2% |
| Admin fee / account holder | $182 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |