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 | $14,764 | $109,327-86.5% | $89,391-83.5% | $158,922-90.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 60.06% | 345.68%-285.6pp | 245.62%-185.6pp | 302.83%-242.8pp |
| Employer contribution / active EE | $975 | $3,170-69.2% | $2,586-62.3% | $4,761-79.5% |
| Participant deferral / active EE | $1,183 | $4,598-74.3% | $3,890-69.6% | $5,982-80.2% |
| Admin fee / account holder | $158 | $6,153-97.4% | $4,881-96.8% | $11,246-98.6% |