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 | $24,871 | $88,751-72.0% | $81,812-69.6% | $145,922-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.14% | 1025.40%-1005.3pp | 773.79%-753.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $3,996 | $3,083+29.6% | $2,912+37.2% | $4,660-14.2% |
| Participant deferral / active EE | $3,996 | $4,643-13.9% | $4,319-7.5% | $6,688-40.2% |
| Admin fee / account holder | $231 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |