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 | $33,047 | $176,662-81.3% | $130,648-74.7% | $152,861-78.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.73% | 2692.24%-2668.5pp | 1708.96%-1685.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,791 | $5,742-68.8% | $4,092-56.2% | $4,762-62.4% |
| Participant deferral / active EE | $2,301 | $4,361-47.3% | $3,603-36.1% | $5,850-60.7% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |