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 | $37,738 | $102,604-63.2% | $86,188-56.2% | $139,434-72.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.72% | 1922.51%-1900.8pp | 1168.45%-1146.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,344 | $3,032-22.7% | $2,380-1.5% | $4,751-50.7% |
| Participant deferral / active EE | $3,735 | $4,676-20.1% | $3,985-6.3% | $6,710-44.3% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |