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 | $14,648 | $96,635-84.8% | $86,612-83.1% | $139,434-89.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.04% | 106.41%-93.4pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,535 | $3,263-53.0% | $3,022-49.2% | $4,751-67.7% |
| Participant deferral / active EE | $6,736 | $4,836+39.3% | $4,438+51.8% | $6,710+0.4% |
| Admin fee / account holder | $125 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |