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 | $22,637 | $48,230-53.1% | $67,502-66.5% | $80,856-72.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.35% | 18.28%-5.9pp | 3512.12%-3499.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,170 | $2,020+7.5% | $2,731-20.5% | $2,755-21.2% |
| Participant deferral / active EE | $3,650 | $2,924+24.8% | $4,000-8.8% | $4,296-15.0% |
| Admin fee / account holder | $182 | $3,681-95.1% | $3,998-95.4% | $6,918-97.4% |