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 | $30,875 | $99,020-68.8% | $86,590-64.3% | $147,584-79.1% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 17.66% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,305 | $3,132-58.3% | $2,839-54.0% | $4,876-73.2% |
| Participant deferral / active EE | $2,471 | $3,972-37.8% | $3,609-31.5% | $5,439-54.6% |
| Admin fee / account holder | $27 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |