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 | $15,393 | $90,600-83.0% | $79,464-80.6% | $135,375-88.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.98% | 977.43%-968.5pp | 718.14%-709.2pp | 519.73%-510.8pp |
| Employer contribution / active EE | $1,644 | $3,068-46.4% | $2,800-41.3% | $4,779-65.6% |
| Participant deferral / active EE | $565 | $4,050-86.0% | $3,704-84.7% | $5,609-89.9% |
| Admin fee / account holder | $135 | $5,907-97.7% | $5,113-97.4% | $10,827-98.8% |