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 | $23,544 | $228,332-89.7% | $185,823-87.3% | $158,922-85.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.99% | 40.80%-22.8pp | 35.95%-18.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,582 | $4,967-68.1% | $4,087-61.3% | $4,761-66.8% |
| Participant deferral / active EE | $12,750 | $6,415+98.8% | $5,632+126.4% | $5,982+113.1% |
| Admin fee / account holder | $28 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |