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 | $61,801 | $78,694-21.5% | $67,652-8.6% | $125,391-50.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 87.00% | 9.46%+77.5pp | 6625.04%-6538.0pp | 282.22%-195.2pp |
| Employer contribution / active EE | $3,925 | $3,044+28.9% | $2,266+73.2% | $4,866-19.3% |
| Participant deferral / active EE | $12,597 | $4,292+193.5% | $3,560+253.9% | $5,352+135.4% |
| Admin fee / account holder | $44 | $7,403-99.4% | $4,821-99.1% | $9,540-99.5% |