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 | $29,660-22.5% | $56,411-59.2% | $80,856-71.6% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 18.92% | 35.23%-16.3pp | 1701.33%-1682.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,513 | $669+723.7% | $1,039+430.8% | $2,755+100.1% |
| Participant deferral / active EE | $2,896 | $1,226+136.2% | $1,952+48.4% | $4,296-32.6% |
| Admin fee / account holder | $240 | $2,428-90.1% | $2,829-91.5% | $6,918-96.5% |