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 | $19,654 | $73,515-73.3% | $62,995-68.8% | $147,584-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.69% | 175.43%-158.7pp | 87.57%-70.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,935 | $3,320-11.6% | $2,759+6.4% | $4,876-39.8% |
| Participant deferral / active EE | $3,182 | $4,185-24.0% | $3,329-4.4% | $5,439-41.5% |
| Admin fee / account holder | $217 | $5,953-96.4% | $3,600-94.0% | $10,885-98.0% |