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 | $34,429 | $76,738-55.1% | $56,411-39.0% | $145,922-76.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 2994.23%-2979.3pp | 1701.33%-1686.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $14,188 | $1,380+928.2% | $1,039+1266.0% | $4,660+204.5% |
| Participant deferral / active EE | $9,062 | $2,623+245.6% | $1,952+364.3% | $6,688+35.5% |
| Admin fee / account holder | $22 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |