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 | $14,210 | $73,515-80.7% | $62,995-77.4% | $147,584-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.89% | 175.43%-161.5pp | 87.57%-73.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,051 | $3,320-68.3% | $2,759-61.9% | $4,876-78.4% |
| Participant deferral / active EE | $2,839 | $4,185-32.2% | $3,329-14.7% | $5,439-47.8% |
| Admin fee / account holder | $237 | $5,953-96.0% | $3,600-93.4% | $10,885-97.8% |