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 | $27,331 | $155,788-82.5% | $124,672-78.1% | $167,490-83.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.02% | 17.97%-5.9pp | 5142.93%-5130.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $826 | $4,163-80.2% | $3,324-75.1% | $4,837-82.9% |
| Participant deferral / active EE | $8,667 | $5,673+52.8% | $4,614+87.8% | $6,341+36.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |