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 | $18,245 | $63,861-71.4% | $104,607-82.6% | $79,858-77.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 35.63% | 21.30%+14.3pp | 340.46%-304.8pp | 31.71%+3.9pp |
| Employer contribution / active EE | $583 | $1,588-63.3% | $2,681-78.2% | $2,471-76.4% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $243 | $4,185-94.2% | $6,473-96.2% | $5,306-95.4% |