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 | $14,251 | $76,000-81.2% | $154,107-90.8% | $64,186-77.8% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | 0.97% | 30.32%-29.4pp | 735.12%-734.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,115 | $3,351-66.7% | $5,298-79.0% | $2,381-53.2% |
| Participant deferral / active EE | $1,298 | $3,175-59.1% | $5,081-74.5% | $3,470-62.6% |
| Admin fee / account holder | $7 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |