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 | $31,327 | $210,648-85.1% | $177,989-82.4% | $145,922-78.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.20% | 385.86%-376.7pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $768 | $4,565-83.2% | $3,949-80.5% | $4,660-83.5% |
| Participant deferral / active EE | $2,580 | $6,958-62.9% | $6,276-58.9% | $6,688-61.4% |
| Admin fee / account holder | $12 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |