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 | $12,642 | $99,020-87.2% | $86,590-85.4% | $147,584-91.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.37% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $918 | $3,132-70.7% | $2,839-67.7% | $4,876-81.2% |
| Participant deferral / active EE | $4,152 | $3,972+4.5% | $3,609+15.1% | $5,439-23.7% |
| Admin fee / account holder | $205 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |