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 | $28,218 | $150,440-81.2% | $136,294-79.3% | $147,584-80.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 25.10% | 1049.08%-1024.0pp | 5155.94%-5130.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,771 | $5,256-47.3% | $4,695-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $4,741 | $6,630-28.5% | $6,247-24.1% | $5,439-12.8% |
| Admin fee / account holder | $175 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |