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 | $55,111 | $100,852-45.4% | $90,404-39.0% | $158,922-65.3% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 16.59% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,039 | $3,689-71.8% | $3,262-68.2% | $4,761-78.2% |
| Participant deferral / active EE | $1,927 | $4,348-55.7% | $3,963-51.4% | $5,982-67.8% |
| Admin fee / account holder | $28 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |