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 | $45,243 | $99,020-54.3% | $86,590-47.7% | $147,584-69.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.04% | 1312.34%-1298.3pp | 964.84%-950.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,113 | $3,132-0.6% | $2,839+9.6% | $4,876-36.2% |
| Participant deferral / active EE | $3,225 | $3,972-18.8% | $3,609-10.6% | $5,439-40.7% |
| Admin fee / account holder | $50 | $5,710-99.1% | $4,906-99.0% | $10,885-99.5% |