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 | $29,806 | $110,809-73.1% | $86,874-65.7% | $167,490-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.19% | 116.98%-104.8pp | 63.52%-51.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $6,649 | $3,244+105.0% | $2,495+166.5% | $4,837+37.5% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $289 | $8,415-96.6% | $5,828-95.0% | $12,309-97.7% |