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 | $16,852 | $99,020-83.0% | $86,590-80.5% | $147,584-88.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.92% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $4,494 | $3,132+43.5% | $2,839+58.3% | $4,876-7.9% |
| Participant deferral / active EE | $5,254 | $3,972+32.3% | $3,609+45.6% | $5,439-3.4% |
| Admin fee / account holder | $124 | $5,710-97.8% | $4,906-97.5% | $10,885-98.9% |