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 | $25,341 | $100,852-74.9% | $90,404-72.0% | $158,922-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.67% | 1724.20%-1714.5pp | 1293.02%-1283.3pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,035 | $3,689-71.9% | $3,262-68.3% | $4,761-78.3% |
| Participant deferral / active EE | $1,776 | $4,348-59.1% | $3,963-55.2% | $5,982-70.3% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |