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 | $26,585 | $104,251-74.5% | $91,001-70.8% | $147,584-82.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.50% | 27.06%-17.6pp | 4.60%+4.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,111 | $3,116-64.3% | $2,456-54.8% | $4,876-77.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $135 | $8,948-98.5% | $5,417-97.5% | $10,885-98.8% |