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 | $92,883 | $155,788-40.4% | $124,672-25.5% | $167,490-44.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.63% | 17.97%-4.3pp | 5142.93%-5129.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,448 | $4,163-65.2% | $3,324-56.4% | $4,837-70.1% |
| Participant deferral / active EE | $3,009 | $5,673-47.0% | $4,614-34.8% | $6,341-52.5% |
| Admin fee / account holder | $110 | $9,531-98.8% | $7,493-98.5% | $12,309-99.1% |