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 | $25,928 | $91,037-71.5% | $71,671-63.8% | $147,584-82.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.56% | 20.48%-2.9pp | 20.65%-3.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,082 | $3,327-37.4% | $2,460-15.4% | $4,876-57.3% |
| Participant deferral / active EE | $2,729 | $4,498-39.3% | $3,438-20.6% | $5,439-49.8% |
| Admin fee / account holder | $99 | $8,613-98.8% | $5,558-98.2% | $10,885-99.1% |