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 | $23,866 | $110,502-78.4% | $80,716-70.4% | $167,490-85.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.45% | 120.54%-106.1pp | 87.28%-72.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $9,124 | $1,543+491.5% | $1,160+686.5% | $4,837+88.6% |
| Participant deferral / active EE | $5,200 | $2,871+81.1% | $2,146+142.3% | $6,341-18.0% |
| Admin fee / account holder | $11 | $4,545-99.8% | $3,380-99.7% | $12,309-99.9% |