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 | $33,048 | $109,817-69.9% | $98,442-66.4% | $167,490-80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.28% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,496 | $3,224+8.4% | $2,960+18.1% | $4,837-27.7% |
| Participant deferral / active EE | $8,888 | $4,673+90.2% | $4,276+107.8% | $6,341+40.2% |
| Admin fee / account holder | $193 | $6,753-97.1% | $5,949-96.8% | $12,309-98.4% |