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 | $19,922 | $99,020-79.9% | $86,590-77.0% | $147,584-86.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.79% | 1312.34%-1281.5pp | 964.84%-934.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $2,279 | $3,132-27.2% | $2,839-19.7% | $4,876-53.3% |
| Participant deferral / active EE | $4,283 | $3,972+7.8% | $3,609+18.7% | $5,439-21.2% |
| Admin fee / account holder | $249 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |