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 | $33,338 | $150,440-77.8% | $136,294-75.5% | $147,584-77.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.46% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,497 | $5,256-52.5% | $4,695-46.8% | $4,876-48.8% |
| Participant deferral / active EE | $4,241 | $6,630-36.0% | $6,247-32.1% | $5,439-22.0% |
| Admin fee / account holder | $38 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |