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 | $44,695 | $176,662-74.7% | $130,648-65.8% | $152,861-70.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 15.18% | 2692.24%-2677.1pp | 1708.96%-1693.8pp | 345.32%-330.1pp |
| Employer contribution / active EE | $5,292 | $5,742-7.8% | $4,092+29.3% | $4,762+11.1% |
| Participant deferral / active EE | $4,500 | $4,361+3.2% | $3,603+24.9% | $5,850-23.1% |
| Admin fee / account holder | $198 | $7,133-97.2% | $5,464-96.4% | $11,596-98.3% |