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 | $54,913 | $96,965-43.4% | $97,995-44.0% | $147,584-62.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 23.32% | 24.11%-0.8pp | 23.94%-0.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,031 | $4,536-55.2% | $4,158-51.2% | $4,876-58.4% |
| Participant deferral / active EE | $1,993 | $5,081-60.8% | $5,097-60.9% | $5,439-63.4% |
| Admin fee / account holder | $42 | $8,120-99.5% | $5,943-99.3% | $10,885-99.6% |