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 | $36,135 | $100,852-64.2% | $90,404-60.0% | $158,922-77.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 10.56% | 1724.20%-1713.6pp | 1293.02%-1282.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,775 | $3,689-51.9% | $3,262-45.6% | $4,761-62.7% |
| Participant deferral / active EE | $2,062 | $4,348-52.6% | $3,963-48.0% | $5,982-65.5% |
| Admin fee / account holder | $69 | $6,501-98.9% | $5,611-98.8% | $11,246-99.4% |