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 | $19,655 | $83,337-76.4% | $67,834-71.0% | $273,961-92.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.10% | 259.45%-247.3pp | 138.47%-126.4pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,674 | $3,287-49.1% | $2,403-30.3% | $4,869-65.6% |
| Participant deferral / active EE | $8,812 | $4,088+115.6% | $3,160+178.9% | $5,287+66.7% |
| Admin fee / account holder | $24 | $6,752-99.6% | $4,622-99.5% | $10,132-99.8% |