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 | $45,377 | $99,020-54.2% | $86,590-47.6% | $147,584-69.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.51% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $724 | $3,132-76.9% | $2,839-74.5% | $4,876-85.2% |
| Participant deferral / active EE | $1,717 | $3,972-56.8% | $3,609-52.4% | $5,439-68.4% |
| Admin fee / account holder | $176 | $5,710-96.9% | $4,906-96.4% | $10,885-98.4% |