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 | $29,383 | $88,751-66.9% | $81,812-64.1% | $145,922-79.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.37% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,632 | $3,083-14.6% | $2,912-9.6% | $4,660-43.5% |
| Participant deferral / active EE | $3,296 | $4,643-29.0% | $4,319-23.7% | $6,688-50.7% |
| Admin fee / account holder | $49 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |