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 | $26,582 | $96,635-72.5% | $86,612-69.3% | $139,434-80.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.27% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $7,714 | $3,263+136.4% | $3,022+155.2% | $4,751+62.4% |
| Participant deferral / active EE | $2,218 | $4,836-54.1% | $4,438-50.0% | $6,710-66.9% |
| Admin fee / account holder | $164 | $6,408-97.4% | $5,614-97.1% | $11,403-98.6% |