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 | $46,906 | $74,888-37.4% | $71,209-34.1% | $142,382-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.85% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $660 | $2,854-76.9% | $2,721-75.7% | $4,299-84.6% |
| Participant deferral / active EE | $3,000 | $4,454-32.7% | $4,175-28.1% | $6,507-53.9% |
| Admin fee / account holder | $267 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |