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 3-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 | $18,684 | $72,400-74.2% | $67,502-72.3% | $145,922-87.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.91% | 7182.46%-7168.6pp | 3512.12%-3498.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,616 | $3,069-14.8% | $2,731-4.2% | $4,660-43.9% |
| Participant deferral / active EE | $8,252 | $4,783+72.5% | $4,000+106.3% | $6,688+23.4% |
| Admin fee / account holder | $253 | $5,539-95.4% | $3,998-93.7% | $13,397-98.1% |