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 | $27,201 | $150,440-81.9% | $136,294-80.0% | $147,584-81.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.04% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,940 | $5,256-63.1% | $4,695-58.7% | $4,876-60.2% |
| Participant deferral / active EE | $9,500 | $6,630+43.3% | $6,247+52.1% | $5,439+74.7% |
| Admin fee / account holder | $194 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |