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 | $48,156 | $109,817-56.1% | $98,442-51.1% | $167,490-71.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.11% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,309 | $4,673-72.0% | $4,276-69.4% | $6,341-79.4% |
| Admin fee / account holder | $107 | $6,753-98.4% | $5,949-98.2% | $12,309-99.1% |