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 | $30,021 | $100,852-70.2% | $90,404-66.8% | $158,922-81.1% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 20.06% | 1724.20%-1704.1pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,055 | $3,689-71.4% | $3,262-67.7% | $4,761-77.8% |
| Participant deferral / active EE | $2,551 | $4,348-41.3% | $3,963-35.6% | $5,982-57.4% |
| Admin fee / account holder | $19 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |