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 | $27,006 | $109,817-75.4% | $98,442-72.6% | $167,490-83.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 20.04% | 1956.69%-1936.7pp | 1492.73%-1472.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,399 | $3,224-56.6% | $2,960-52.7% | $4,837-71.1% |
| Participant deferral / active EE | $5,290 | $4,673+13.2% | $4,276+23.7% | $6,341-16.6% |
| Admin fee / account holder | $50 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |