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 | $48,293 | $99,020-51.2% | $86,590-44.2% | $147,584-67.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.97% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,282 | $3,132+4.8% | $2,839+15.6% | $4,876-32.7% |
| Participant deferral / active EE | $600 | $3,972-84.9% | $3,609-83.4% | $5,439-89.0% |
| Admin fee / account holder | $104 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |