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 | $30,379 | $169,032-82.0% | $129,207-76.5% | $145,922-79.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.46% | 14330.11%-14314.7pp | 9417.33%-9401.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,862 | $5,537-66.4% | $4,153-55.2% | $4,660-60.0% |
| Participant deferral / active EE | $3,067 | $4,987-38.5% | $4,168-26.4% | $6,688-54.1% |
| Admin fee / account holder | $131 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |