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 | $29,840 | $73,515-59.4% | $62,995-52.6% | $147,584-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.33% | 175.43%-157.1pp | 87.57%-69.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,626 | $3,320-51.0% | $2,759-41.1% | $4,876-66.7% |
| Participant deferral / active EE | $6,400 | $4,185+52.9% | $3,329+92.2% | $5,439+17.7% |
| Admin fee / account holder | $15 | $5,953-99.8% | $3,600-99.6% | $10,885-99.9% |