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 | $72,071-34.9% | $68,368-31.4% | $137,256-65.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.85% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $660 | $2,788-76.3% | $2,649-75.1% | $4,156-84.1% |
| Participant deferral / active EE | $3,000 | $4,410-32.0% | $4,123-27.2% | $6,407-53.2% |
| Admin fee / account holder | $267 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |