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 | $44,057 | $72,400-39.1% | $67,502-34.7% | $145,922-69.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 13.44% | 7182.46%-7169.0pp | 3512.12%-3498.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,462 | $3,069-52.4% | $2,731-46.5% | $4,660-68.6% |
| Participant deferral / active EE | $1,626 | $4,783-66.0% | $4,000-59.3% | $6,688-75.7% |
| Admin fee / account holder | $226 | $5,539-95.9% | $3,998-94.3% | $13,397-98.3% |