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 | $24,585 | $149,040-83.5% | $120,225-79.6% | $137,256-82.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.02% | 605.68%-583.7pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $833 | $4,350-80.9% | $3,475-76.0% | $4,156-80.0% |
| Participant deferral / active EE | $9,043 | $4,655+94.3% | $3,999+126.1% | $6,407+41.1% |
| Admin fee / account holder | $68 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |