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 | $18,561 | $115,770-84.0% | $101,248-81.7% | $158,922-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.56% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,080 | $4,175-50.2% | $3,660-43.2% | $4,761-56.3% |
| Participant deferral / active EE | $4,925 | $4,957-0.7% | $4,370+12.7% | $5,982-17.7% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |