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 | $45,154 | $99,020-54.4% | $86,590-47.9% | $147,584-69.4% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 3209.10% | 1312.34%+1896.8pp | 964.84%+2244.3pp | 578.55%+2630.5pp |
| Employer contribution / active EE | $1,070 | $3,132-65.8% | $2,839-62.3% | $4,876-78.1% |
| Participant deferral / active EE | $1,918 | $3,972-51.7% | $3,609-46.8% | $5,439-64.7% |
| Admin fee / account holder | $81 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |