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 | $14,984 | $48,230-68.9% | $67,502-77.8% | $80,856-81.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.81% | 18.28%-2.5pp | 3512.12%-3496.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,004 | $2,020-50.3% | $2,731-63.2% | $2,755-63.6% |
| Participant deferral / active EE | $3,787 | $2,924+29.5% | $4,000-5.3% | $4,296-11.8% |
| Admin fee / account holder | $181 | $3,681-95.1% | $3,998-95.5% | $6,918-97.4% |