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 | $21,717 | $99,341-78.1% | $84,750-74.4% | $273,961-92.1% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 3082.96% | 22.93%+3060.0pp | 22.78%+3060.2pp | 41.45%+3041.5pp |
| Employer contribution / active EE | $2,563 | $4,214-39.2% | $3,574-28.3% | $4,869-47.4% |
| Participant deferral / active EE | $1,739 | $4,269-59.3% | $3,712-53.2% | $5,287-67.1% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |