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 | $31,153 | $99,020-68.5% | $86,590-64.0% | $147,584-78.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.62% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,089 | $3,132-65.2% | $2,839-61.6% | $4,876-77.7% |
| Participant deferral / active EE | $2,653 | $3,972-33.2% | $3,609-26.5% | $5,439-51.2% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |