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 | $25,926 | $150,440-82.8% | $136,294-81.0% | $147,584-82.4% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 13.61% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,973 | $5,256-43.4% | $4,695-36.7% | $4,876-39.0% |
| Participant deferral / active EE | $3,799 | $6,630-42.7% | $6,247-39.2% | $5,439-30.2% |
| Admin fee / account holder | $193 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |