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 9-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 | $10,126 | $100,852-90.0% | $90,404-88.8% | $158,922-93.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 17.03% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,101 | $3,689-70.1% | $3,262-66.2% | $4,761-76.9% |
| Participant deferral / active EE | $1,749 | $4,348-59.8% | $3,963-55.9% | $5,982-70.8% |
| Admin fee / account holder | $245 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |