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 | $15,715 | $104,486-85.0% | $76,817-79.5% | $152,861-89.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 24.63% | 1013.37%-988.7pp | 1166.11%-1141.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,654 | $3,116-46.9% | $2,302-28.1% | $4,762-65.3% |
| Participant deferral / active EE | $1,352 | $4,236-68.1% | $3,336-59.5% | $5,850-76.9% |
| Admin fee / account holder | $282 | $12,275-97.7% | $6,420-95.6% | $11,596-97.6% |