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 5-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 | $23,598 | $88,751-73.4% | $81,812-71.2% | $145,922-83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.48% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,126 | $3,083+1.4% | $2,912+7.3% | $4,660-32.9% |
| Participant deferral / active EE | $2,491 | $4,643-46.3% | $4,319-42.3% | $6,688-62.7% |
| Admin fee / account holder | $147 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |