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 | $42,750 | $81,625-47.6% | $58,482-26.9% | $139,434-69.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 9.35% | 7404.20%-7394.8pp | 4239.32%-4230.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,828 | $1,398+30.7% | $1,053+73.5% | $4,751-61.5% |
| Participant deferral / active EE | $6,103 | $2,557+138.7% | $1,924+217.2% | $6,710-9.0% |
| Admin fee / account holder | $136 | $3,265-95.8% | $2,516-94.6% | $11,403-98.8% |