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 | $31,278 | $99,020-68.4% | $86,590-63.9% | $147,584-78.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.86% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,851 | $3,132-40.9% | $2,839-34.8% | $4,876-62.0% |
| Participant deferral / active EE | $6,373 | $3,972+60.4% | $3,609+76.6% | $5,439+17.2% |
| Admin fee / account holder | $9 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |