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 | $13,127 | $100,852-87.0% | $90,404-85.5% | $158,922-91.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.49% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,215 | $3,689-67.1% | $3,262-62.7% | $4,761-74.5% |
| Participant deferral / active EE | $2,197 | $4,348-49.5% | $3,963-44.6% | $5,982-63.3% |
| Admin fee / account holder | $188 | $6,501-97.1% | $5,611-96.7% | $11,246-98.3% |