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 | $11,488 | $72,400-84.1% | $67,502-83.0% | $145,922-92.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.22% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,862 | $3,069-39.3% | $2,731-31.8% | $4,660-60.0% |
| Participant deferral / active EE | $4,156 | $4,783-13.1% | $4,000+3.9% | $6,688-37.9% |
| Admin fee / account holder | $95 | $5,539-98.3% | $3,998-97.6% | $13,397-99.3% |