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 | $31,358 | $100,852-68.9% | $90,404-65.3% | $158,922-80.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 7.37% | 1724.20%-1716.8pp | 1293.02%-1285.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,233 | $3,689-39.5% | $3,262-31.5% | $4,761-53.1% |
| Participant deferral / active EE | $2,294 | $4,348-47.2% | $3,963-42.1% | $5,982-61.6% |
| Admin fee / account holder | $26 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |