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 | $40,556 | $158,398-74.4% | $126,539-67.9% | $142,382-71.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.52% | 593.76%-581.2pp | 425.95%-413.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,108 | $4,650-11.6% | $3,674+11.8% | $4,299-4.4% |
| Participant deferral / active EE | $4,108 | $4,767-13.8% | $4,083+0.6% | $6,507-36.9% |
| Admin fee / account holder | $75 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |