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 | $16,501 | $45,152-63.5% | $73,843-77.7% | $59,632-72.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 624.45% | 27.40%+597.0pp | 2267.84%-1643.4pp | 2041.28%-1416.8pp |
| Employer contribution / active EE | $2,958 | $1,902+55.6% | $2,787+6.1% | $2,203+34.3% |
| Participant deferral / active EE | $2,527 | $2,574-1.8% | $3,583-29.5% | $3,192-20.8% |
| Admin fee / account holder | $217 | $3,516-93.8% | $4,880-95.6% | $4,297-95.0% |