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 | $39,883 | $60,124-33.7% | $90,404-55.9% | $79,858-50.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 24.98% | 71.94%-47.0pp | 1293.02%-1268.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,712 | $2,068-17.2% | $3,262-47.5% | $2,471-30.7% |
| Participant deferral / active EE | $2,253 | $2,938-23.3% | $3,963-43.2% | $3,740-39.8% |
| Admin fee / account holder | $44 | $3,976-98.9% | $5,611-99.2% | $5,306-99.2% |