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 | $85,620 | $99,020-13.5% | $86,590-1.1% | $147,584-42.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,048 | $3,132-66.5% | $2,839-63.1% | $4,876-78.5% |
| Participant deferral / active EE | $2,735 | $3,972-31.2% | $3,609-24.2% | $5,439-49.7% |
| Admin fee / account holder | $82 | $5,710-98.6% | $4,906-98.3% | $10,885-99.2% |