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 | $39,569 | $99,020-60.0% | $86,590-54.3% | $147,584-73.2% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 18.75% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,309 | $3,132+5.6% | $2,839+16.5% | $4,876-32.1% |
| Participant deferral / active EE | $5,664 | $3,972+42.6% | $3,609+57.0% | $5,439+4.1% |
| Admin fee / account holder | $90 | $5,710-98.4% | $4,906-98.2% | $10,885-99.2% |