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 | $20,888 | $107,015-80.5% | $73,545-71.6% | $147,584-85.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.88% | 38.25%-21.4pp | -15.16%+32.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,427 | $1,760+37.9% | $1,219+99.1% | $4,876-50.2% |
| Participant deferral / active EE | $3,424 | $2,462+39.1% | $1,806+89.6% | $5,439-37.0% |
| Admin fee / account holder | $178 | $3,055-94.2% | $2,320-92.3% | $10,885-98.4% |