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 | $26,741 | $100,852-73.5% | $90,404-70.4% | $158,922-83.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.26% | 1724.20%-1712.9pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,435 | $3,689-6.9% | $3,262+5.3% | $4,761-27.8% |
| Participant deferral / active EE | $3,850 | $4,348-11.4% | $3,963-2.9% | $5,982-35.6% |
| Admin fee / account holder | $91 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |