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 | $67,133 | $99,020-32.2% | $86,590-22.5% | $147,584-54.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.56% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $873 | $3,132-72.1% | $2,839-69.3% | $4,876-82.1% |
| Participant deferral / active EE | $3,491 | $3,972-12.1% | $3,609-3.2% | $5,439-35.8% |
| Admin fee / account holder | $207 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |