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 | $52,646 | $180,749-70.9% | $160,784-67.3% | $137,256-61.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.67% | 2234.46%-2218.8pp | 1803.92%-1788.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,034 | $4,155-75.1% | $3,733-72.3% | $4,156-75.1% |
| Participant deferral / active EE | $2,856 | $6,844-58.3% | $6,293-54.6% | $6,407-55.4% |
| Admin fee / account holder | $62 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |