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 | $20,174 | $105,126-80.8% | $94,646-78.7% | $139,434-85.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.92% | 38.03%-20.1pp | 156.71%-138.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,079 | $4,106-49.4% | $3,672-43.4% | $4,751-56.2% |
| Participant deferral / active EE | $2,575 | $7,599-66.1% | $7,418-65.3% | $6,710-61.6% |
| Admin fee / account holder | $44 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |