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 | $49,451 | $99,020-50.1% | $86,590-42.9% | $147,584-66.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.25% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,181 | $3,132-30.3% | $2,839-23.2% | $4,876-55.3% |
| Participant deferral / active EE | $5,650 | $3,972+42.2% | $3,609+56.6% | $5,439+3.9% |
| Admin fee / account holder | $75 | $5,710-98.7% | $4,906-98.5% | $10,885-99.3% |