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 | $25,127 | $150,440-83.3% | $136,294-81.6% | $147,584-83.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.00% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,452 | $5,256-72.4% | $4,695-69.1% | $4,876-70.2% |
| Participant deferral / active EE | $7,837 | $6,630+18.2% | $6,247+25.4% | $5,439+44.1% |
| Admin fee / account holder | $185 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |