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 | $34,576 | $96,305-64.1% | $80,569-57.1% | $139,434-75.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.08% | 1350.08%-1336.0pp | 935.43%-921.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,903 | $3,262-41.6% | $2,723-30.1% | $4,751-59.9% |
| Participant deferral / active EE | $2,969 | $5,232-43.3% | $4,447-33.3% | $6,710-55.8% |
| Admin fee / account holder | $102 | $6,599-98.4% | $5,377-98.1% | $11,403-99.1% |