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 | $15,267 | $83,337-81.7% | $67,834-77.5% | $273,961-94.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 15.91% | 259.45%-243.5pp | 138.47%-122.6pp | 41.45%-25.5pp |
| Employer contribution / active EE | $1,517 | $3,287-53.9% | $2,403-36.9% | $4,869-68.8% |
| Participant deferral / active EE | $7,787 | $4,088+90.5% | $3,160+146.4% | $5,287+47.3% |
| Admin fee / account holder | $111 | $6,752-98.4% | $4,622-97.6% | $10,132-98.9% |