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 | $16,003 | $108,642-85.3% | $74,701-78.6% | $152,861-89.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.60% | 114.06%-92.5pp | 752.92%-731.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $933 | $1,503-37.9% | $1,084-13.9% | $4,762-80.4% |
| Participant deferral / active EE | $1,258 | $2,712-53.6% | $1,964-35.9% | $5,850-78.5% |
| Admin fee / account holder | $12 | $4,902-99.8% | $3,333-99.6% | $11,596-99.9% |