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 | $28,076 | $84,695-66.9% | $73,843-62.0% | $125,391-77.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 12.91% | 3123.53%-3110.6pp | 2267.84%-2254.9pp | 282.22%-269.3pp |
| Employer contribution / active EE | $4,116 | $3,123+31.8% | $2,787+47.7% | $4,866-15.4% |
| Participant deferral / active EE | $4,116 | $3,992+3.1% | $3,583+14.9% | $5,352-23.1% |
| Admin fee / account holder | $101 | $5,691-98.2% | $4,880-97.9% | $9,540-98.9% |