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 | $28,018 | $150,440-81.4% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.52% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,330 | $5,256-55.7% | $4,695-50.4% | $4,876-52.2% |
| Participant deferral / active EE | $4,070 | $6,630-38.6% | $6,247-34.8% | $5,439-25.2% |
| Admin fee / account holder | $258 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |