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 | $54,629 | $109,817-50.3% | $98,442-44.5% | $167,490-67.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.02% | 1956.69%-1942.7pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,257 | $3,224-61.0% | $2,960-57.5% | $4,837-74.0% |
| Participant deferral / active EE | $2,367 | $4,673-49.4% | $4,276-44.6% | $6,341-62.7% |
| Admin fee / account holder | $27 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |