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 | $24,249 | $109,817-77.9% | $98,442-75.4% | $167,490-85.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.43% | 1956.69%-1942.3pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,735 | $3,224-15.2% | $2,960-7.6% | $4,837-43.5% |
| Participant deferral / active EE | $6,053 | $4,673+29.5% | $4,276+41.5% | $6,341-4.6% |
| Admin fee / account holder | $73 | $6,753-98.9% | $5,949-98.8% | $12,309-99.4% |