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 | $24,516 | $99,020-75.2% | $86,590-71.7% | $147,584-83.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.19% | 1312.34%-1294.1pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,693 | $3,132-14.0% | $2,839-5.2% | $4,876-44.8% |
| Participant deferral / active EE | $4,022 | $3,972+1.3% | $3,609+11.5% | $5,439-26.0% |
| Admin fee / account holder | $33 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |