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 | $24,295 | $158,398-84.7% | $126,539-80.8% | $142,382-82.9% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 10.47% | 593.76%-583.3pp | 425.95%-415.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $288 | $4,650-93.8% | $3,674-92.2% | $4,299-93.3% |
| Participant deferral / active EE | $1,019 | $4,767-78.6% | $4,083-75.0% | $6,507-84.3% |
| Admin fee / account holder | $8 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |