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 | $22,997 | $29,667-22.5% | $56,441-59.3% | $80,874-71.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 18.92% | 35.22%-16.3pp | 1704.21%-1685.3pp | 35.62%-16.7pp |
| Employer contribution / active EE | $5,513 | $669+723.6% | $1,039+430.6% | $2,756+100.1% |
| Participant deferral / active EE | $2,896 | $1,227+136.1% | $1,953+48.3% | $4,297-32.6% |
| Admin fee / account holder | $240 | $2,429-90.1% | $2,829-91.5% | $6,935-96.5% |