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 | $31,497 | $150,440-79.1% | $136,294-76.9% | $147,584-78.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.10% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,597 | $5,256-69.6% | $4,695-66.0% | $4,876-67.3% |
| Participant deferral / active EE | $3,139 | $6,630-52.7% | $6,247-49.8% | $5,439-42.3% |
| Admin fee / account holder | $260 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |