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 | $25,945 | $150,440-82.8% | $136,294-81.0% | $147,584-82.4% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 17.56% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,921 | $5,256-63.4% | $4,695-59.1% | $4,876-60.6% |
| Participant deferral / active EE | $4,693 | $6,630-29.2% | $6,247-24.9% | $5,439-13.7% |
| Admin fee / account holder | $79 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |