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 | $17,043 | $107,015-84.1% | $73,545-76.8% | $147,584-88.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.56% | 38.25%-17.7pp | -15.16%+35.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,589 | $1,760+103.9% | $1,219+194.4% | $4,876-26.4% |
| Participant deferral / active EE | $4,157 | $2,462+68.9% | $1,806+130.2% | $5,439-23.6% |
| Admin fee / account holder | $86 | $3,055-97.2% | $2,320-96.3% | $10,885-99.2% |