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 | $24,941 | $99,079-74.8% | $77,999-68.0% | $273,961-90.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.38% | 217.93%-205.6pp | 425.96%-413.6pp | 41.45%-29.1pp |
| Employer contribution / active EE | $10,398 | $3,308+214.4% | $2,470+321.0% | $4,869+113.6% |
| Participant deferral / active EE | $9,146 | $4,306+112.4% | $3,497+161.6% | $5,287+73.0% |
| Admin fee / account holder | $296 | $8,954-96.7% | $5,480-94.6% | $10,132-97.1% |