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 | $24,738 | $150,440-83.6% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 27.90% | 1049.08%-1021.2pp | 5155.94%-5128.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,154 | $5,256-59.0% | $4,695-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $7,928 | $6,630+19.6% | $6,247+26.9% | $5,439+45.8% |
| Admin fee / account holder | $119 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |