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 | $15,628 | $99,020-84.2% | $86,590-82.0% | $147,584-89.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.42% | 1312.34%-1301.9pp | 964.84%-954.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,818 | $3,132-41.9% | $2,839-36.0% | $4,876-62.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $253 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |