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 | $11,647 | $69,518-83.2% | $59,878-80.5% | $135,375-91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 13.93% | 7.94%+6.0pp | 3.46%+10.5pp | 519.73%-505.8pp |
| Employer contribution / active EE | $618 | $3,235-80.9% | $2,722-77.3% | $4,779-87.1% |
| Participant deferral / active EE | $8,471 | $4,206+101.4% | $3,402+149.0% | $5,609+51.0% |
| Admin fee / account holder | $1 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |