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 | $21,056 | $176,377-88.1% | $134,143-84.3% | $158,922-86.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.54% | 63.63%-44.1pp | 36.33%-16.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,276 | $5,040-74.7% | $3,704-65.6% | $4,761-73.2% |
| Participant deferral / active EE | $1,717 | $4,091-58.0% | $3,499-50.9% | $5,982-71.3% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |