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 | $24,585 | $185,200-86.7% | $142,863-82.8% | $167,490-85.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.26% | 8555.70%-8541.4pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,637 | $5,604-70.8% | $4,144-60.5% | $4,837-66.2% |
| Participant deferral / active EE | $4,332 | $4,494-3.6% | $3,837+12.9% | $6,341-31.7% |
| Admin fee / account holder | $25 | $8,031-99.7% | $6,560-99.6% | $12,309-99.8% |