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 | $25,532 | $100,852-74.7% | $90,404-71.8% | $158,922-83.9% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 12.69% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,490 | $3,689-59.6% | $3,262-54.3% | $4,761-68.7% |
| Participant deferral / active EE | $2,649 | $4,348-39.1% | $3,963-33.2% | $5,982-55.7% |
| Admin fee / account holder | $40 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |