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 | $22,015 | $87,540-74.9% | $75,781-70.9% | $125,391-82.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1643.68% | 13.48%+1630.2pp | 9.68%+1634.0pp | 282.22%+1361.5pp |
| Employer contribution / active EE | $1,974 | $3,930-49.8% | $3,323-40.6% | $4,866-59.4% |
| Participant deferral / active EE | $2,507 | $4,229-40.7% | $3,651-31.3% | $5,352-53.1% |
| Admin fee / account holder | $149 | $6,502-97.7% | $5,299-97.2% | $9,540-98.4% |