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 | $32,314 | $150,440-78.5% | $136,294-76.3% | $147,584-78.1% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 17.13% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,064 | $5,256-79.7% | $4,695-77.3% | $4,876-78.2% |
| Participant deferral / active EE | $2,956 | $6,630-55.4% | $6,247-52.7% | $5,439-45.6% |
| Admin fee / account holder | $158 | $10,905-98.6% | $9,243-98.3% | $10,885-98.5% |