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 8-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 | $46,015 | $97,757-52.9% | $83,848-45.1% | $135,375-66.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.18% | 1287.37%-1285.2pp | 850.88%-848.7pp | 519.73%-517.6pp |
| Employer contribution / active EE | $10,432 | $4,222+147.1% | $3,631+187.3% | $4,779+118.3% |
| Participant deferral / active EE | $5,826 | $4,682+24.4% | $4,082+42.7% | $5,609+3.9% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |