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 | $40,360 | $176,662-77.2% | $130,648-69.1% | $152,861-73.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 23.81% | 2692.24%-2668.4pp | 1708.96%-1685.2pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,641 | $5,742-36.6% | $4,092-11.0% | $4,762-23.5% |
| Participant deferral / active EE | $3,641 | $4,361-16.5% | $3,603+1.1% | $5,850-37.8% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |