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 | $16,355 | $69,207-76.4% | $64,056-74.5% | $139,434-88.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.80% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,047 | $3,182-67.1% | $2,747-61.9% | $4,751-78.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $91 | $4,244-97.9% | $3,068-97.0% | $11,403-99.2% |