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 | $33,745 | $99,020-65.9% | $86,590-61.0% | $147,584-77.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.75% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,102 | $3,132-64.8% | $2,839-61.2% | $4,876-77.4% |
| Participant deferral / active EE | $2,477 | $3,972-37.6% | $3,609-31.3% | $5,439-54.4% |
| Admin fee / account holder | $18 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |