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 | $25,566 | $84,696-69.8% | $75,696-66.2% | $167,490-84.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.41% | 199.36%-185.0pp | 104.53%-90.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,981 | $3,230+54.2% | $2,743+81.6% | $4,837+3.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $296 | $5,355-94.5% | $3,619-91.8% | $12,309-97.6% |