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 | $63,362 | $99,020-36.0% | $86,590-26.8% | $147,584-57.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.93% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,351 | $3,132-56.9% | $2,839-52.4% | $4,876-72.3% |
| Participant deferral / active EE | $3,236 | $3,972-18.5% | $3,609-10.3% | $5,439-40.5% |
| Admin fee / account holder | $30 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |