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 | $21,008 | $100,852-79.2% | $90,404-76.8% | $158,922-86.8% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.7%+6.5pp | 82.0%-2.8pp |
| Annual return | 26.86% | 1724.20%-1697.3pp | 1293.02%-1266.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,216 | $3,689-67.0% | $3,262-62.7% | $4,761-74.5% |
| Participant deferral / active EE | $1,258 | $4,348-71.1% | $3,963-68.3% | $5,982-79.0% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |