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 | $12,773 | $99,020-87.1% | $86,590-85.2% | $147,584-91.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.75% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $709 | $3,132-77.4% | $2,839-75.0% | $4,876-85.5% |
| Participant deferral / active EE | $478 | $3,972-88.0% | $3,609-86.8% | $5,439-91.2% |
| Admin fee / account holder | $148 | $5,710-97.4% | $4,906-97.0% | $10,885-98.6% |