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 | $54,023 | $99,020-45.4% | $86,590-37.6% | $147,584-63.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.28% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,290 | $3,132-26.9% | $2,839-19.3% | $4,876-53.0% |
| Participant deferral / active EE | $4,431 | $3,972+11.6% | $3,609+22.8% | $5,439-18.5% |
| Admin fee / account holder | $210 | $5,710-96.3% | $4,906-95.7% | $10,885-98.1% |