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 | $56,993 | $72,400-21.3% | $67,502-15.6% | $145,922-60.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 22.23% | 7182.46%-7160.2pp | 3512.12%-3489.9pp | 561.29%-539.1pp |
| Employer contribution / active EE | $393 | $3,069-87.2% | $2,731-85.6% | $4,660-91.6% |
| Participant deferral / active EE | $1,073 | $4,783-77.6% | $4,000-73.2% | $6,688-84.0% |
| Admin fee / account holder | $102 | $5,539-98.2% | $3,998-97.4% | $13,397-99.2% |