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 | $20,850 | $91,190-77.1% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.44% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,076 | $3,256+25.2% | $5,011-18.7% | $2,471+65.0% |
| Participant deferral / active EE | $3,292 | $3,236+1.7% | $5,202-36.7% | $3,740-12.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |