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 | $14,893 | $100,852-85.2% | $90,404-83.5% | $158,922-90.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 14.60% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,190 | $3,689-40.6% | $3,262-32.9% | $4,761-54.0% |
| Participant deferral / active EE | $1,423 | $4,348-67.3% | $3,963-64.1% | $5,982-76.2% |
| Admin fee / account holder | $92 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |