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 | $56,098 | $227,553-75.3% | $189,557-70.4% | $167,490-66.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.26% | 78.40%-64.1pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,665 | $5,316-68.7% | $4,412-62.3% | $4,837-65.6% |
| Participant deferral / active EE | $8,593 | $7,002+22.7% | $6,174+39.2% | $6,341+35.5% |
| Admin fee / account holder | $53 | $11,878-99.6% | $9,807-99.5% | $12,309-99.6% |