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 | $19,287 | $169,032-88.6% | $129,207-85.1% | $145,922-86.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.63% | 14330.11%-14316.5pp | 9417.33%-9403.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,566 | $5,537-71.7% | $4,153-62.3% | $4,660-66.4% |
| Participant deferral / active EE | $2,011 | $4,987-59.7% | $4,168-51.8% | $6,688-69.9% |
| Admin fee / account holder | $181 | $9,954-98.2% | $7,715-97.7% | $13,397-98.6% |