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 | $32,035 | $100,852-68.2% | $90,404-64.6% | $158,922-79.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 8.43% | 1724.20%-1715.8pp | 1293.02%-1284.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,727 | $3,689-53.2% | $3,262-47.1% | $4,761-63.7% |
| Participant deferral / active EE | $6,041 | $4,348+38.9% | $3,963+52.4% | $5,982+1.0% |
| Admin fee / account holder | $78 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |