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 5-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 | $44,827 | $180,749-75.2% | $160,784-72.1% | $137,256-67.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.21% | 2234.46%-2213.3pp | 1803.92%-1782.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,715 | $4,155-10.6% | $3,733-0.5% | $4,156-10.6% |
| Participant deferral / active EE | $10,872 | $6,844+58.8% | $6,293+72.8% | $6,407+69.7% |
| Admin fee / account holder | $100 | $10,397-99.0% | $9,717-99.0% | $12,270-99.2% |