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 | $32,585 | $150,440-78.3% | $136,294-76.1% | $147,584-77.9% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 16.67% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,973 | $5,256-43.4% | $4,695-36.7% | $4,876-39.0% |
| Participant deferral / active EE | $7,039 | $6,630+6.2% | $6,247+12.7% | $5,439+29.4% |
| Admin fee / account holder | $239 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |