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 | $23,472 | $76,738-69.4% | $56,411-58.4% | $145,922-83.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.70% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,260 | $1,380-8.7% | $1,039+21.3% | $4,660-73.0% |
| Participant deferral / active EE | $270 | $2,623-89.7% | $1,952-86.2% | $6,688-96.0% |
| Admin fee / account holder | $60 | $3,334-98.2% | $2,829-97.9% | $13,397-99.6% |