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 | $21,266 | $99,020-78.5% | $86,590-75.4% | $147,584-85.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.91% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,745 | $3,132-12.3% | $2,839-3.3% | $4,876-43.7% |
| Participant deferral / active EE | $2,425 | $3,972-38.9% | $3,609-32.8% | $5,439-55.4% |
| Admin fee / account holder | $263 | $5,710-95.4% | $4,906-94.6% | $10,885-97.6% |