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 | $9,888 | $108,642-90.9% | $74,701-86.8% | $152,861-93.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 27.94% | 114.06%-86.1pp | 752.92%-725.0pp | 345.32%-317.4pp |
| Employer contribution / active EE | $877 | $1,503-41.6% | $1,084-19.1% | $4,762-81.6% |
| Participant deferral / active EE | $2,617 | $2,712-3.5% | $1,964+33.3% | $5,850-55.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |