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 | $30,476 | $99,020-69.2% | $86,590-64.8% | $147,584-79.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.25% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,359 | $3,132-56.6% | $2,839-52.1% | $4,876-72.1% |
| Participant deferral / active EE | $3,968 | $3,972-0.1% | $3,609+10.0% | $5,439-27.0% |
| Admin fee / account holder | $251 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |