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 | $22,547 | $99,020-77.2% | $86,590-74.0% | $147,584-84.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.28% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $942 | $3,132-69.9% | $2,839-66.8% | $4,876-80.7% |
| Participant deferral / active EE | $1,997 | $3,972-49.7% | $3,609-44.7% | $5,439-63.3% |
| Admin fee / account holder | $146 | $5,710-97.4% | $4,906-97.0% | $10,885-98.7% |