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 | $11,179 | $49,922-77.6% | $80,569-86.1% | $75,163-85.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.27% | 34.69%-16.4pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,734 | $1,698+2.1% | $2,723-36.3% | $2,670-35.1% |
| Participant deferral / active EE | $3,454 | $2,990+15.5% | $4,447-22.3% | $4,125-16.3% |
| Admin fee / account holder | $263 | $3,577-92.7% | $5,377-95.1% | $5,651-95.4% |