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 5-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 | $23,791 | $99,640-76.1% | $86,436-72.5% | $134,475-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 11.41% | 6782.58%-6771.2pp | 4394.89%-4383.5pp | 417.96%-406.6pp |
| Employer contribution / active EE | $3,961 | $4,400-10.0% | $3,769+5.1% | $4,740-16.4% |
| Participant deferral / active EE | $13,538 | $7,246+86.8% | $6,952+94.8% | $6,400+111.5% |
| Admin fee / account holder | $126 | $8,371-98.5% | $6,731-98.1% | $11,426-98.9% |