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 | $26,377 | $150,440-82.5% | $136,294-80.6% | $147,584-82.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.50% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,545 | $5,256-70.6% | $4,695-67.1% | $4,876-68.3% |
| Participant deferral / active EE | $2,280 | $6,630-65.6% | $6,247-63.5% | $5,439-58.1% |
| Admin fee / account holder | $126 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |