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 | $17,414 | $58,927-70.4% | $76,817-77.3% | $72,985-76.1% |
| Participation rate | 92.1% | 67.3%+24.8pp | 72.1%+20.0pp | 69.5%+22.6pp |
| Annual return | 31.11% | 2305.64%-2274.5pp | 1166.11%-1135.0pp | 81.00%-49.9pp |
| Employer contribution / active EE | $1,231 | $1,787-31.1% | $2,302-46.5% | $2,440-49.5% |
| Participant deferral / active EE | $3,286 | $2,690+22.2% | $3,336-1.5% | $3,607-8.9% |
| Admin fee / account holder | $8 | $4,013-99.8% | $6,420-99.9% | $5,124-99.8% |