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 | $14,512 | $99,020-85.3% | $86,590-83.2% | $147,584-90.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.59% | 1312.34%-1288.7pp | 964.84%-941.2pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,326 | $3,132-25.7% | $2,839-18.1% | $4,876-52.3% |
| Participant deferral / active EE | $4,108 | $3,972+3.4% | $3,609+13.8% | $5,439-24.5% |
| Admin fee / account holder | $153 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |