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 | $24,354 | $99,652-75.6% | $78,778-69.1% | $147,584-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.87% | 47.28%-27.4pp | 35.62%-15.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $900 | $2,796-67.8% | $1,986-54.7% | $4,876-81.5% |
| Participant deferral / active EE | $750 | $3,664-79.5% | $2,958-74.6% | $5,439-86.2% |
| Admin fee / account holder | $4 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |