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 | $16,552 | $107,015-84.5% | $73,545-77.5% | $147,584-88.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.69% | 38.25%-22.6pp | -15.16%+30.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $731 | $1,760-58.5% | $1,219-40.0% | $4,876-85.0% |
| Participant deferral / active EE | $522 | $2,462-78.8% | $1,806-71.1% | $5,439-90.4% |
| Admin fee / account holder | $54 | $3,055-98.2% | $2,320-97.7% | $10,885-99.5% |