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 | $46,047 | $176,056-73.8% | $159,436-71.1% | $167,490-72.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.65% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,562 | $5,297-70.5% | $4,829-67.6% | $4,837-67.7% |
| Participant deferral / active EE | $3,190 | $7,750-58.8% | $7,352-56.6% | $6,341-49.7% |
| Admin fee / account holder | $18 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |