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 5-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 | $18,535 | $180,749-89.7% | $160,784-88.5% | $137,256-86.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.80% | 2234.46%-2212.7pp | 1803.92%-1782.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,609 | $4,155-37.2% | $3,733-30.1% | $4,156-37.2% |
| Participant deferral / active EE | $2,994 | $6,844-56.3% | $6,293-52.4% | $6,407-53.3% |
| Admin fee / account holder | $47 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |