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 | $24,871 | $100,852-75.3% | $90,404-72.5% | $158,922-84.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.85% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,029 | $3,689-45.0% | $3,262-37.8% | $4,761-57.4% |
| Participant deferral / active EE | $3,875 | $4,348-10.9% | $3,963-2.2% | $5,982-35.2% |
| Admin fee / account holder | $154 | $6,501-97.6% | $5,611-97.3% | $11,246-98.6% |