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 | $44,202 | $100,852-56.2% | $90,404-51.1% | $158,922-72.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 13.97% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $691 | $3,689-81.3% | $3,262-78.8% | $4,761-85.5% |
| Participant deferral / active EE | $1,144 | $4,348-73.7% | $3,963-71.1% | $5,982-80.9% |
| Admin fee / account holder | $177 | $6,501-97.3% | $5,611-96.9% | $11,246-98.4% |