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 | $21,978 | $53,516-58.9% | $126,539-82.6% | $84,808-74.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.25% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,779 | $1,535+15.9% | $3,674-51.6% | $2,631-32.4% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $299 | $4,497-93.3% | $6,065-95.1% | $7,344-95.9% |