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 | $32,570 | $150,440-78.3% | $136,294-76.1% | $147,584-77.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.69% | 1049.08%-1025.4pp | 5155.94%-5132.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $5,930 | $5,256+12.8% | $4,695+26.3% | $4,876+21.6% |
| Participant deferral / active EE | $9,125 | $6,630+37.6% | $6,247+46.1% | $5,439+67.8% |
| Admin fee / account holder | $101 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |