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 | $27,482 | $88,751-69.0% | $81,812-66.4% | $145,922-81.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.06% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,897 | $3,083-38.5% | $2,912-34.9% | $4,660-59.3% |
| Participant deferral / active EE | $2,122 | $4,643-54.3% | $4,319-50.9% | $6,688-68.3% |
| Admin fee / account holder | $173 | $8,415-97.9% | $7,386-97.7% | $13,397-98.7% |