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 | $29,198 | $100,852-71.0% | $90,404-67.7% | $158,922-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.20% | 1724.20%-1700.0pp | 1293.02%-1268.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,076 | $3,689-70.8% | $3,262-67.0% | $4,761-77.4% |
| Participant deferral / active EE | $2,928 | $4,348-32.7% | $3,963-26.1% | $5,982-51.1% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |