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 | $158,398-84.5% | $126,539-80.6% | $142,382-82.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.02% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $833 | $4,650-82.1% | $3,674-77.3% | $4,299-80.6% |
| Participant deferral / active EE | $9,043 | $4,767+89.7% | $4,083+121.5% | $6,507+39.0% |
| Admin fee / account holder | $68 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |