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 | $23,376 | $68,097-65.7% | $62,929-62.9% | $137,256-83.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.20% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,457 | $2,811-12.6% | $2,505-1.9% | $4,156-40.9% |
| Participant deferral / active EE | $867 | $4,553-81.0% | $3,888-77.7% | $6,407-86.5% |
| Admin fee / account holder | $17 | $6,521-99.7% | $5,065-99.7% | $12,270-99.9% |