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 | $24,949 | $73,515-66.1% | $62,995-60.4% | $147,584-83.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.51% | 175.43%-159.9pp | 87.57%-72.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,133 | $3,320+84.7% | $2,759+122.3% | $4,876+25.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $125 | $5,953-97.9% | $3,600-96.5% | $10,885-98.9% |