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 | $51,454 | $99,020-48.0% | $86,590-40.6% | $147,584-65.1% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 17.22% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,632 | $3,132+47.9% | $2,839+63.1% | $4,876-5.0% |
| Participant deferral / active EE | $1,584 | $3,972-60.1% | $3,609-56.1% | $5,439-70.9% |
| Admin fee / account holder | $29 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |