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 | $45,520 | $165,335-72.5% | $149,696-69.6% | $158,922-71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.01% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,844 | $5,103-24.7% | $4,644-17.2% | $4,761-19.3% |
| Participant deferral / active EE | $5,766 | $7,181-19.7% | $6,842-15.7% | $5,982-3.6% |
| Admin fee / account holder | $267 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |