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 | $16,930 | $73,515-77.0% | $62,995-73.1% | $147,584-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 24.89% | 175.43%-150.5pp | 87.57%-62.7pp | 578.55%-553.7pp |
| Employer contribution / active EE | $3,464 | $3,320+4.3% | $2,759+25.5% | $4,876-29.0% |
| Participant deferral / active EE | $3,464 | $4,185-17.2% | $3,329+4.0% | $5,439-36.3% |
| Admin fee / account holder | $15 | $5,953-99.7% | $3,600-99.6% | $10,885-99.9% |