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 | $23,787 | $84,695-71.9% | $73,843-67.8% | $125,391-81.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 7.61% | 3123.53%-3115.9pp | 2267.84%-2260.2pp | 282.22%-274.6pp |
| Employer contribution / active EE | $2,983 | $3,123-4.5% | $2,787+7.0% | $4,866-38.7% |
| Participant deferral / active EE | $2,989 | $3,992-25.1% | $3,583-16.6% | $5,352-44.2% |
| Admin fee / account holder | $31 | $5,691-99.4% | $4,880-99.4% | $9,540-99.7% |