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 | $17,671 | $105,998-83.3% | $92,233-80.8% | $147,584-88.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.16% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,891 | $4,333-33.3% | $3,679-21.4% | $4,876-40.7% |
| Participant deferral / active EE | $2,739 | $4,478-38.8% | $3,897-29.7% | $5,439-49.6% |
| Admin fee / account holder | $142 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |