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 3-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 | $12,270 | $156,846-92.2% | $121,098-89.9% | $139,434-91.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,403 | $5,536-56.6% | $4,164-42.3% | $4,751-49.4% |
| Participant deferral / active EE | $5,913 | $4,844+22.1% | $4,080+44.9% | $6,710-11.9% |
| Admin fee / account holder | $272 | $6,946-96.1% | $5,644-95.2% | $11,403-97.6% |