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 | $16,999 | $99,341-82.9% | $84,750-79.9% | $273,961-93.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 643.89% | 22.93%+621.0pp | 22.78%+621.1pp | 41.45%+602.4pp |
| Employer contribution / active EE | $2,254 | $4,214-46.5% | $3,574-36.9% | $4,869-53.7% |
| Participant deferral / active EE | $3,780 | $4,269-11.5% | $3,712+1.9% | $5,287-28.5% |
| Admin fee / account holder | $52 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |