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 | $13,421 | $99,020-86.4% | $86,590-84.5% | $147,584-90.9% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 16.42% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,821 | $3,132-41.9% | $2,839-35.9% | $4,876-62.7% |
| Participant deferral / active EE | $2,429 | $3,972-38.9% | $3,609-32.7% | $5,439-55.3% |
| Admin fee / account holder | $30 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |