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 | $47,933 | $99,020-51.6% | $86,590-44.6% | $147,584-67.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.39% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,463 | $3,132-21.4% | $2,839-13.3% | $4,876-49.5% |
| Participant deferral / active EE | $5,117 | $3,972+28.8% | $3,609+41.8% | $5,439-5.9% |
| Admin fee / account holder | $245 | $5,710-95.7% | $4,906-95.0% | $10,885-97.8% |