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 | $16,384 | $81,632-79.9% | $70,449-76.7% | $158,922-89.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.03% | 208.40%-197.4pp | 109.03%-98.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,772 | $3,217-44.9% | $2,737-35.3% | $4,761-62.8% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $148 | $6,193-97.6% | $3,845-96.1% | $11,246-98.7% |