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 | $84,367 | $99,020-14.8% | $86,590-2.6% | $147,584-42.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,863 | $3,132-8.6% | $2,839+0.8% | $4,876-41.3% |
| Participant deferral / active EE | $1,399 | $3,972-64.8% | $3,609-61.2% | $5,439-74.3% |
| Admin fee / account holder | $21 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |