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 | $23,948 | $150,440-84.1% | $136,294-82.4% | $147,584-83.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 73.79% | 1049.08%-975.3pp | 5155.94%-5082.1pp | 578.55%-504.8pp |
| Employer contribution / active EE | $2,721 | $5,256-48.2% | $4,695-42.0% | $4,876-44.2% |
| Participant deferral / active EE | $4,283 | $6,630-35.4% | $6,247-31.4% | $5,439-21.3% |
| Admin fee / account holder | $209 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |