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 3-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 | $44,582 | $72,071-38.1% | $68,368-34.8% | $137,256-67.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.21% | 353.14%-334.9pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $797 | $2,788-71.4% | $2,649-69.9% | $4,156-80.8% |
| Participant deferral / active EE | $1,593 | $4,410-63.9% | $4,123-61.4% | $6,407-75.1% |
| Admin fee / account holder | $282 | $5,336-94.7% | $5,150-94.5% | $12,270-97.7% |