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 | $41,171 | $100,852-59.2% | $90,404-54.5% | $158,922-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.86% | 1724.20%-1712.3pp | 1293.02%-1281.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,418 | $4,348-67.4% | $3,963-64.2% | $5,982-76.3% |
| Admin fee / account holder | $107 | $6,501-98.4% | $5,611-98.1% | $11,246-99.0% |