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 | $70,756-67.0% | $65,493-64.3% | $142,382-83.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.20% | 1754.89%-1742.7pp | 982.45%-970.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,457 | $2,881-14.7% | $2,574-4.6% | $4,299-42.9% |
| Participant deferral / active EE | $867 | $4,637-81.3% | $3,961-78.1% | $6,507-86.7% |
| Admin fee / account holder | $17 | $6,559-99.7% | $5,028-99.7% | $12,624-99.9% |