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 | $32,925 | $88,751-62.9% | $81,812-59.8% | $145,922-77.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.83% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,564 | $3,083-49.3% | $2,912-46.3% | $4,660-66.4% |
| Participant deferral / active EE | $1,771 | $4,643-61.9% | $4,319-59.0% | $6,688-73.5% |
| Admin fee / account holder | $29 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |