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 | $24,833 | $176,662-85.9% | $130,648-81.0% | $152,861-83.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.15% | 2692.24%-2670.1pp | 1708.96%-1686.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,002 | $5,742-82.6% | $4,092-75.5% | $4,762-79.0% |
| Participant deferral / active EE | $3,235 | $4,361-25.8% | $3,603-10.2% | $5,850-44.7% |
| Admin fee / account holder | $173 | $7,133-97.6% | $5,464-96.8% | $11,596-98.5% |