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 | $31,542 | $99,020-68.1% | $86,590-63.6% | $147,584-78.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.91% | 1312.34%-1289.4pp | 964.84%-941.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,415 | $3,132-22.9% | $2,839-14.9% | $4,876-50.5% |
| Participant deferral / active EE | $5,740 | $3,972+44.5% | $3,609+59.1% | $5,439+5.5% |
| Admin fee / account holder | $279 | $5,710-95.1% | $4,906-94.3% | $10,885-97.4% |