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 | $68,259 | $150,440-54.6% | $136,294-49.9% | $147,584-53.7% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 20.37% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,254 | $5,256-76.1% | $4,695-73.3% | $4,876-74.3% |
| Participant deferral / active EE | $4,432 | $6,630-33.2% | $6,247-29.1% | $5,439-18.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |