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 | $30,803 | $88,751-65.3% | $81,812-62.3% | $145,922-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.46% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,663 | $3,083-13.6% | $2,912-8.5% | $4,660-42.8% |
| Participant deferral / active EE | $3,440 | $4,643-25.9% | $4,319-20.3% | $6,688-48.6% |
| Admin fee / account holder | $296 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |