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 | $20,379 | $104,486-80.5% | $76,817-73.5% | $152,861-86.7% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.7pp | 82.4%+12.3pp |
| Annual return | 20.85% | 1013.37%-992.5pp | 1166.11%-1145.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,086 | $3,116-65.1% | $2,302-52.8% | $4,762-77.2% |
| Participant deferral / active EE | $1,951 | $4,236-53.9% | $3,336-41.5% | $5,850-66.6% |
| Admin fee / account holder | $144 | $12,275-98.8% | $6,420-97.8% | $11,596-98.8% |