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 | $32,064 | $84,695-62.1% | $73,843-56.6% | $125,391-74.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 14.12% | 3123.53%-3109.4pp | 2267.84%-2253.7pp | 282.22%-268.1pp |
| Employer contribution / active EE | $1,763 | $3,123-43.6% | $2,787-36.8% | $4,866-63.8% |
| Participant deferral / active EE | $18,000 | $3,992+350.8% | $3,583+402.3% | $5,352+236.4% |
| Admin fee / account holder | $183 | $5,691-96.8% | $4,880-96.3% | $9,540-98.1% |