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 | $39,116 | $150,187-74.0% | $120,354-67.5% | $145,922-73.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.52% | 154.07%-138.5pp | 107.15%-91.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,933 | $4,348-32.5% | $3,463-15.3% | $4,660-37.0% |
| Participant deferral / active EE | $4,626 | $6,173-25.1% | $4,991-7.3% | $6,688-30.8% |
| Admin fee / account holder | $41 | $12,207-99.7% | $9,423-99.6% | $13,397-99.7% |