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 | $23,721 | $127,264-81.4% | $109,895-78.4% | $167,490-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.58% | 22.97%-6.4pp | 29.45%-12.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $540 | $3,322-83.7% | $2,842-81.0% | $4,837-88.8% |
| Participant deferral / active EE | $1,662 | $4,514-63.2% | $4,048-59.0% | $6,341-73.8% |
| Admin fee / account holder | $228 | $7,114-96.8% | $6,066-96.2% | $12,309-98.2% |