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 | $43,881 | $100,852-56.5% | $90,404-51.5% | $158,922-72.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 7.34% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,642 | $3,689-1.3% | $3,262+11.6% | $4,761-23.5% |
| Participant deferral / active EE | $1,615 | $4,348-62.9% | $3,963-59.3% | $5,982-73.0% |
| Admin fee / account holder | $65 | $6,501-99.0% | $5,611-98.8% | $11,246-99.4% |