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 | $56,166 | $185,200-69.7% | $142,863-60.7% | $167,490-66.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 7.73% | 8555.70%-8548.0pp | 5637.54%-5629.8pp | 478.56%-470.8pp |
| Employer contribution / active EE | $547 | $5,604-90.2% | $4,144-86.8% | $4,837-88.7% |
| Participant deferral / active EE | $177 | $4,494-96.1% | $3,837-95.4% | $6,341-97.2% |
| Admin fee / account holder | $227 | $8,031-97.2% | $6,560-96.5% | $12,309-98.2% |