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 | $15,087 | $121,625-87.6% | $104,607-85.6% | $158,922-90.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.36% | 465.26%-450.9pp | 340.46%-326.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,300 | $3,163-58.9% | $2,681-51.5% | $4,761-72.7% |
| Participant deferral / active EE | $1,713 | $4,177-59.0% | $3,740-54.2% | $5,982-71.4% |
| Admin fee / account holder | $14 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |