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 | $36,039 | $99,020-63.6% | $86,590-58.4% | $147,584-75.6% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 9.91% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $340 | $3,132-89.1% | $2,839-88.0% | $4,876-93.0% |
| Participant deferral / active EE | $680 | $3,972-82.9% | $3,609-81.2% | $5,439-87.5% |
| Admin fee / account holder | $3 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |