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 | $17,780 | $99,020-82.0% | $86,590-79.5% | $147,584-88.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.82% | 1312.34%-1282.5pp | 964.84%-935.0pp | 578.55%-548.7pp |
| Employer contribution / active EE | $4,237 | $3,132+35.3% | $2,839+49.2% | $4,876-13.1% |
| Participant deferral / active EE | $3,271 | $3,972-17.6% | $3,609-9.3% | $5,439-39.9% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |